+92.9%
GOOGL vs URI
+166.6%
-73.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | +1.8% | -9.8% | +11.5% | +4.0% |
| 30D | -18.8% | +1.7% | -20.5% | -19.3% |
| 3M | -20.3% | -9.1% | -11.3% | -19.0% |
| 6M | -28.4% | +9.9% | -38.2% | -31.0% |
| YTD | -8.8% | +31.2% | -40.1% | -17.7% |
| 1Y | +0.3% | +25.9% | -25.7% | -8.4% |
| 3Y | +120.7% | +147.4% | -26.7% | +53.4% |
| All | +92.9% | +166.6% | -73.6% | +20.1% |
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