+308.3%
GOOGL vs U
-33.8%
+342.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.3% |
| 7D | +1.6% | +16.9% | -15.4% | -1.2% |
| 30D | -16.8% | +6.4% | -23.2% | -17.9% |
| 3M | -14.6% | +13.2% | -27.8% | -16.8% |
| 6M | -24.4% | +84.8% | -109.2% | -32.3% |
| YTD | -6.1% | +12.4% | -18.5% | -11.0% |
| 1Y | +1.0% | +19.8% | -18.8% | -5.5% |
| 3Y | +123.4% | +83.8% | +39.6% | +81.5% |
| 5Y | +103.2% | -72.7% | +176.0% | +92.3% |
| All | +308.3% | -33.8% | +342.1% | +250.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling