+772.7%
GOOG vs URI
+1,196.9%
-424.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.4% |
| 7D | -1.6% | +5.0% | -6.5% | -2.8% |
| 30D | -7.7% | -9.4% | +1.7% | -5.4% |
| 3M | -9.3% | -5.8% | -3.5% | -8.6% |
| 6M | +7.4% | +25.8% | -18.4% | -0.7% |
| YTD | +4.9% | +27.9% | -23.0% | -4.4% |
| 1Y | +37.2% | +9.7% | +27.5% | +30.2% |
| 3Y | +141.6% | +128.0% | +13.6% | +80.0% |
| 5Y | +128.8% | +212.4% | -83.6% | +50.6% |
| 10Y | +772.7% | +1,271.8% | -499.1% | +307.1% |
| All | +772.7% | +1,196.9% | -424.2% | +307.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling