+8,200.6%
USB vs GEN
+8,908.8%
-708.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.0% | -2.1% | +1.4% |
| 7D | +2.4% | +26.9% | -24.5% | -0.9% |
| 30D | +6.6% | +38.6% | -32.1% | +1.9% |
| 3M | -4.1% | +9.7% | -13.8% | -5.7% |
| 6M | +12.5% | +58.9% | -46.4% | +5.0% |
| YTD | +17.6% | +15.3% | +2.3% | +14.2% |
| 1Y | +36.5% | +21.8% | +14.7% | +31.6% |
| 3Y | +95.4% | +85.8% | +9.6% | +78.1% |
| 5Y | +26.1% | +37.4% | -11.2% | +18.6% |
| 10Y | +101.3% | +174.0% | -72.8% | +69.6% |
| All | +8,200.6% | +8,908.8% | -708.2% | +4,989.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling