+137.7%
GOOGL vs URA
+131.0%
+6.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.2% | -0.8% |
| 7D | +1.1% | +8.1% | -7.0% | -0.8% |
| 30D | -4.4% | +5.8% | -10.2% | -6.0% |
| 3M | -6.8% | +3.4% | -10.2% | -8.1% |
| 6M | +13.6% | -2.6% | +16.2% | +12.9% |
| YTD | +8.3% | +11.2% | -2.9% | +2.9% |
| 1Y | +44.9% | +19.8% | +25.1% | +33.6% |
| 3Y | +150.5% | +121.5% | +29.0% | +89.1% |
| 5Y | +137.7% | +134.5% | +3.3% | +70.8% |
| All | +137.7% | +131.0% | +6.7% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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