+121.0%
GOOG vs PL
+536.4%
-415.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.9% |
| 7D | +3.0% | +10.0% | -7.0% | +2.3% |
| 30D | -14.9% | -2.3% | -12.6% | -14.9% |
| 3M | -14.9% | -44.2% | +29.3% | -11.8% |
| 6M | -26.6% | -66.1% | +39.5% | -21.9% |
| YTD | -6.6% | -30.0% | +23.4% | -6.9% |
| 1Y | +5.1% | +21.0% | -16.0% | -0.3% |
| 3Y | +121.0% | +516.5% | -395.6% | +70.4% |
| All | +121.0% | +536.4% | -415.4% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling