+1.0%
GOOGL vs USAR
-52.4%
+53.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.4% | -2.2% | +1.8% |
| 7D | +1.6% | +0.8% | +0.8% | +1.4% |
| 30D | -16.8% | -30.1% | +13.3% | -15.1% |
| 3M | -14.6% | -56.3% | +41.7% | -10.4% |
| 6M | -24.4% | -68.6% | +44.2% | -19.7% |
| YTD | -6.1% | -30.5% | +24.5% | -3.7% |
| 1Y | +1.0% | -53.5% | +54.5% | +4.6% |
| All | +1.0% | -52.4% | +53.4% | +4.6% |
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