+13,507.3%
GOOGL vs URI
+5,225.0%
+8,282.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.5% |
| 7D | -2.3% | -2.0% | -0.3% | -1.9% |
| 30D | -6.6% | -12.9% | +6.4% | -3.8% |
| 3M | -8.9% | -6.7% | -2.2% | -8.2% |
| 6M | +11.9% | +19.0% | -7.1% | +6.0% |
| YTD | +8.3% | +25.5% | -17.2% | +0.8% |
| 1Y | +46.2% | +5.5% | +40.7% | +41.1% |
| 3Y | +151.9% | +111.3% | +40.6% | +103.0% |
| 5Y | +137.7% | +198.6% | -60.8% | +74.0% |
| 10Y | +757.6% | +1,179.9% | -422.4% | +329.3% |
| All | +13,507.3% | +5,225.0% | +8,282.3% | +3,817.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling