+22.7%
USB vs GEN
+32.4%
-9.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | -1.5% | +8.5% | -10.0% | -3.8% |
| 30D | +4.3% | +34.2% | -29.9% | -4.7% |
| 3M | -6.1% | +10.0% | -16.0% | -9.5% |
| 6M | +9.4% | +56.8% | -47.4% | -7.3% |
| YTD | +15.2% | +14.2% | +0.9% | +8.7% |
| 1Y | +32.8% | +20.8% | +12.0% | +22.6% |
| 3Y | +91.3% | +84.1% | +7.2% | +51.3% |
| 5Y | +22.7% | +37.1% | -14.4% | -0.9% |
| All | +22.7% | +32.4% | -9.7% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling