+38.3%
GOOGL vs USAR
+25.8%
+12.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -2.1% |
| 7D | -1.9% | -4.4% | +2.6% | -1.7% |
| 30D | -7.5% | -10.4% | +2.9% | -7.1% |
| 3M | -9.2% | -18.4% | +9.2% | -8.7% |
| 6M | +8.1% | -8.8% | +16.9% | +7.9% |
| YTD | +5.8% | +43.4% | -37.5% | +5.4% |
| 1Y | +38.3% | +21.0% | +17.3% | +40.3% |
| All | +38.3% | +25.8% | +12.5% | +40.3% |
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