+92.5%
USB vs GEN
+84.3%
+8.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.9% |
| 7D | -1.5% | +8.5% | -10.0% | -3.5% |
| 30D | +4.3% | +34.2% | -29.9% | -3.5% |
| 3M | -6.1% | +10.0% | -16.0% | -8.9% |
| 6M | +9.4% | +56.8% | -47.4% | -5.8% |
| YTD | +15.2% | +14.2% | +0.9% | +10.8% |
| 1Y | +32.8% | +20.8% | +12.0% | +24.9% |
| All | +92.5% | +84.3% | +8.2% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling