+13,449.8%
GOOG vs BNY
+772.5%
+12,677.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | 0.0% | -1.3% | +1.4% | +0.5% |
| 30D | -2.0% | -0.2% | -1.8% | -1.9% |
| 3M | -5.9% | +14.9% | -20.8% | -10.4% |
| 6M | +8.9% | +40.0% | -31.1% | -3.1% |
| YTD | +7.1% | +42.0% | -34.9% | -5.4% |
| 1Y | +39.7% | +56.9% | -17.2% | +19.2% |
| 3Y | +145.8% | +289.9% | -144.0% | +52.9% |
| 5Y | +138.6% | +259.2% | -120.6% | +50.8% |
| 10Y | +791.5% | +413.3% | +378.3% | +381.5% |
| All | +13,449.8% | +772.5% | +12,677.3% | +5,261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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