+435.9%
GOOG vs BE
+1,374.6%
-938.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.7% | -5.1% | +1.0% |
| 7D | 0.0% | +9.0% | -9.0% | -0.8% |
| 30D | -2.0% | +16.3% | -18.2% | -3.4% |
| 3M | -5.9% | +10.8% | -16.7% | -8.0% |
| 6M | +8.9% | +73.2% | -64.3% | +0.9% |
| YTD | +7.1% | +217.4% | -210.2% | -7.0% |
| 1Y | +39.7% | +309.8% | -270.1% | +16.5% |
| 3Y | +145.8% | +1,726.2% | -1,580.3% | +67.7% |
| 5Y | +138.6% | +1,306.2% | -1,167.6% | +61.5% |
| All | +435.9% | +1,374.6% | -938.7% | +207.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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