+167.1%
GOOG vs FGI
-69.8%
+236.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | 0.0% |
| 7D | +1.1% | +5.2% | -4.1% | +1.0% |
| 30D | -5.1% | +65.2% | -70.3% | -5.9% |
| 3M | -7.1% | +30.2% | -37.3% | -7.8% |
| 6M | +12.7% | +87.8% | -75.2% | +10.5% |
| YTD | +7.1% | +32.5% | -25.4% | +5.4% |
| 1Y | +43.6% | +93.6% | -50.0% | +40.5% |
| 3Y | +146.8% | -2.6% | +149.3% | +145.4% |
| All | +167.1% | -69.8% | +236.9% | +172.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FGI 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling