+46.1%
GOOGL vs USAR
+27.9%
+18.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -2.3% | -2.1% | -0.2% | -2.3% |
| 30D | -6.6% | +2.6% | -9.2% | -6.8% |
| 3M | -9.0% | -35.0% | +26.0% | -7.8% |
| 6M | +11.8% | -6.9% | +18.7% | +11.5% |
| YTD | +8.3% | +48.0% | -39.7% | +7.6% |
| 1Y | +46.1% | +24.8% | +21.3% | +46.6% |
| All | +46.1% | +27.9% | +18.2% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling