+39.7%
GOOG vs U
+1.1%
+38.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.5% | -3.0% | +1.0% |
| 7D | 0.0% | +5.5% | -5.5% | -0.6% |
| 30D | -2.0% | -1.3% | -0.7% | -1.9% |
| 3M | -5.9% | +64.6% | -70.4% | -11.4% |
| 6M | +8.9% | +119.4% | -110.5% | -0.4% |
| YTD | +7.1% | -0.5% | +7.6% | +7.3% |
| 1Y | +39.7% | +1.3% | +38.4% | +37.0% |
| All | +39.7% | +1.1% | +38.6% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling