+118.8%
GOOGL vs USB
+102.0%
+16.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | +2.6% | +1.4% | +1.2% | +2.2% |
| 30D | -18.3% | +6.4% | -24.7% | -19.9% |
| 3M | -19.6% | -4.5% | -15.1% | -18.6% |
| 6M | -28.2% | +11.4% | -39.6% | -30.6% |
| YTD | -8.0% | +17.1% | -25.1% | -12.8% |
| 1Y | -0.7% | +32.6% | -33.3% | -9.4% |
| 3Y | +118.8% | +101.8% | +17.0% | +84.8% |
| All | +118.8% | +102.0% | +16.9% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 3y: compounded portfolio wealth divided by compounded USB 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…
3y analysis · Full analysis span regression · 6 months rolling