+622.2%
GOOGL vs URI
+1,313.6%
-691.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.9% | -5.7% | -0.6% |
| 7D | +3.3% | -4.0% | +7.3% | +4.2% |
| 30D | -18.1% | +6.8% | -24.9% | -19.7% |
| 3M | -18.6% | -2.8% | -15.8% | -18.5% |
| 6M | -28.0% | +20.9% | -48.9% | -32.5% |
| YTD | -7.8% | +40.2% | -48.0% | -18.5% |
| 1Y | +3.6% | +34.1% | -30.5% | -7.3% |
| 3Y | +123.4% | +164.1% | -40.8% | +57.7% |
| 5Y | +95.3% | +199.3% | -104.0% | +28.1% |
| 10Y | +622.2% | +1,218.8% | -596.6% | +242.0% |
| All | +622.2% | +1,313.6% | -691.5% | +242.0% |
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