+132.5%
GOOG vs UUUU
+88.5%
+44.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +1.3% |
| 7D | -2.5% | -5.0% | +2.5% | -2.0% |
| 30D | -3.6% | -7.8% | +4.2% | -2.9% |
| 3M | -6.4% | -0.4% | -6.0% | -7.0% |
| 6M | +7.8% | -32.9% | +40.7% | +11.2% |
| YTD | +5.5% | -6.3% | +11.8% | +2.5% |
| 1Y | +38.3% | +7.9% | +30.4% | +28.8% |
| 3Y | +143.1% | +85.2% | +57.9% | +97.8% |
| All | +132.5% | +88.5% | +44.0% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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