+780.7%
GOOG vs NDAQ
+366.7%
+414.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.0% |
| 7D | 0.0% | -5.9% | +5.9% | +3.1% |
| 30D | -2.0% | -4.7% | +2.7% | +0.4% |
| 3M | -5.9% | +5.5% | -11.4% | -9.1% |
| 6M | +8.9% | +7.4% | +1.5% | +3.9% |
| YTD | +7.1% | -5.5% | +12.6% | +8.5% |
| 1Y | +39.7% | -3.7% | +43.4% | +39.4% |
| 3Y | +145.8% | +85.0% | +60.8% | +66.4% |
| 5Y | +138.6% | +49.0% | +89.6% | +80.7% |
| All | +780.7% | +366.7% | +414.0% | +277.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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