+4.4%
GOOGL vs U
+17.5%
-13.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.9% | -1.7% | +2.6% |
| 7D | -11.1% | +7.5% | -18.6% | -11.8% |
| 30D | -16.6% | -7.0% | -9.6% | -16.1% |
| 3M | -23.4% | +20.6% | -44.0% | -25.3% |
| 6M | -24.5% | +53.2% | -77.7% | -28.5% |
| YTD | -7.5% | -3.9% | -3.6% | -7.3% |
| 1Y | +4.4% | +18.4% | -14.0% | -2.1% |
| All | +4.4% | +17.5% | -13.1% | -2.1% |
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