+137.7%
GOOGL vs U
-68.4%
+206.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.5% |
| 7D | +1.1% | +4.5% | -3.4% | +0.3% |
| 30D | -4.4% | -0.6% | -3.9% | -4.4% |
| 3M | -6.8% | +48.4% | -55.2% | -13.5% |
| 6M | +13.6% | +115.4% | -101.8% | -1.7% |
| YTD | +8.3% | -3.2% | +11.5% | +5.5% |
| 1Y | +44.9% | -6.0% | +51.0% | +40.7% |
| 3Y | +150.5% | +13.5% | +137.0% | +119.6% |
| 5Y | +137.7% | -68.0% | +205.7% | +130.3% |
| All | +137.7% | -68.4% | +206.1% | +130.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling