+24.6%
GOOG vs Q
+79.8%
-55.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +1.3% |
| 7D | 0.0% | +4.9% | -4.9% | -0.4% |
| 30D | -2.0% | -11.0% | +9.0% | -1.0% |
| 3M | -5.9% | -15.2% | +9.3% | -4.8% |
| 6M | +8.9% | +8.8% | +0.1% | +5.5% |
| YTD | +7.1% | +55.1% | -48.0% | +0.1% |
| All | +24.6% | +79.8% | -55.2% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling