+780.7%
GOOG vs AMCR
+14.6%
+766.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.0% |
| 7D | 0.0% | -6.3% | +6.3% | +2.0% |
| 30D | -2.0% | -7.8% | +5.8% | +0.5% |
| 3M | -5.9% | +7.5% | -13.4% | -8.3% |
| 6M | +8.9% | +2.7% | +6.2% | +7.2% |
| YTD | +7.1% | +6.0% | +1.1% | +3.7% |
| 1Y | +39.7% | +7.8% | +31.9% | +34.1% |
| 3Y | +145.8% | +5.8% | +140.1% | +132.0% |
| 5Y | +138.6% | -11.6% | +150.2% | +140.2% |
| All | +780.7% | +14.6% | +766.0% | +659.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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