+750.9%
GOOGL vs URI
+1,157.2%
-406.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.2% |
| 7D | +1.1% | +2.5% | -1.5% | +0.4% |
| 30D | -4.4% | -12.5% | +8.1% | -1.3% |
| 3M | -6.8% | -6.2% | -0.6% | -6.0% |
| 6M | +13.6% | +25.9% | -12.3% | +4.9% |
| YTD | +8.3% | +26.2% | -17.9% | -0.9% |
| 1Y | +44.9% | +5.5% | +39.5% | +38.9% |
| 3Y | +150.5% | +125.0% | +25.5% | +87.1% |
| 5Y | +137.7% | +210.4% | -72.7% | +56.6% |
| 10Y | +750.9% | +1,157.2% | -406.3% | +295.2% |
| All | +750.9% | +1,157.2% | -406.3% | +295.2% |
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