+3,002.2%
GOOG vs ACWI
+356.8%
+2,645.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | +0.5% | -2.6% | -2.6% |
| 30D | -6.8% | +0.9% | -7.7% | -7.6% |
| 3M | -9.1% | +2.4% | -11.5% | -11.1% |
| 6M | +10.7% | +12.4% | -1.7% | -0.7% |
| YTD | +7.1% | +15.2% | -8.1% | -6.4% |
| 1Y | +44.6% | +22.7% | +21.9% | +19.3% |
| 3Y | +147.4% | +75.8% | +71.6% | +46.1% |
| 5Y | +133.8% | +67.7% | +66.1% | +47.1% |
| 10Y | +777.5% | +229.0% | +548.5% | +216.4% |
| All | +3,002.2% | +356.8% | +2,645.4% | +818.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 all: compounded portfolio wealth divided by compounded ACWI 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…
all analysis · Full analysis span regression · 6 months rolling