+700.7%
GOOGL vs URI
+1,189.9%
-489.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.0% |
| 7D | +5.7% | +9.3% | -3.6% | +3.3% |
| 30D | -15.6% | +7.6% | -23.2% | -17.5% |
| 3M | -13.0% | +1.0% | -14.0% | -13.8% |
| 6M | -22.8% | +19.8% | -42.6% | -27.5% |
| YTD | -4.4% | +41.9% | -46.2% | -15.8% |
| 1Y | +4.5% | +33.4% | -28.9% | -6.5% |
| 3Y | +127.4% | +156.0% | -28.6% | +61.9% |
| 5Y | +102.8% | +209.5% | -106.7% | +31.5% |
| All | +700.7% | +1,189.9% | -489.2% | +261.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling