+101.1%
GOOGL vs URI
+203.0%
-101.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.7% |
| 7D | +3.9% | +6.7% | -2.9% | +2.3% |
| 30D | -14.9% | +8.9% | -23.8% | -16.8% |
| 3M | -14.6% | +0.5% | -15.1% | -15.1% |
| 6M | -26.4% | +20.7% | -47.1% | -30.6% |
| YTD | -5.3% | +40.0% | -45.4% | -15.7% |
| 1Y | +6.5% | +34.4% | -28.0% | -4.2% |
| 3Y | +126.0% | +149.5% | -23.4% | +58.3% |
| All | +101.1% | +203.0% | -101.9% | +21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling