+2,940.0%
GOOG vs UUUU
-92.8%
+3,032.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +1.9% |
| 7D | 0.0% | -10.5% | +10.5% | +0.8% |
| 30D | -2.0% | -10.5% | +8.5% | -1.4% |
| 3M | -5.9% | -14.1% | +8.3% | -5.2% |
| 6M | +8.9% | -35.5% | +44.4% | +11.2% |
| YTD | +7.1% | -10.9% | +18.0% | +6.1% |
| 1Y | +39.7% | +3.4% | +36.3% | +35.7% |
| 3Y | +145.8% | +73.1% | +72.7% | +124.8% |
| 5Y | +138.6% | +87.1% | +51.5% | +112.2% |
| 10Y | +791.5% | +463.0% | +328.5% | +601.0% |
| All | +2,940.0% | -92.8% | +3,032.9% | +2,326.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling