+124.3%
GOOGL vs U
+87.9%
+36.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.3% |
| 7D | +1.6% | +16.9% | -15.4% | -0.5% |
| 30D | -16.8% | +6.4% | -23.2% | -17.7% |
| 3M | -14.6% | +13.2% | -27.8% | -16.2% |
| 6M | -24.4% | +84.8% | -109.2% | -30.6% |
| YTD | -6.1% | +12.4% | -18.5% | -9.5% |
| 1Y | +1.0% | +19.8% | -18.8% | -3.8% |
| All | +124.3% | +87.9% | +36.3% | +92.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling