+740.7%
GOOGL vs UUUU
+495.2%
+245.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +1.3% |
| 7D | -2.8% | -5.0% | +2.2% | -2.3% |
| 30D | -3.2% | -7.8% | +4.6% | -2.5% |
| 3M | -6.6% | -0.4% | -6.2% | -7.2% |
| 6M | +8.5% | -32.9% | +41.3% | +11.8% |
| YTD | +6.5% | -6.3% | +12.7% | +3.8% |
| 1Y | +39.4% | +7.9% | +31.5% | +31.1% |
| 3Y | +146.2% | +85.2% | +61.0% | +106.2% |
| 5Y | +138.3% | +97.0% | +41.4% | +88.9% |
| All | +740.7% | +495.2% | +245.5% | +410.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling