+568.3%
GOOG vs SPOT
+216.9%
+351.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.8% | +1.3% |
| 7D | 0.0% | -3.1% | +3.1% | +0.9% |
| 30D | -2.0% | +7.4% | -9.3% | -4.0% |
| 3M | -5.9% | +8.2% | -14.0% | -8.2% |
| 6M | +8.9% | +2.2% | +6.7% | +6.7% |
| YTD | +7.1% | -9.5% | +16.6% | +7.4% |
| 1Y | +39.7% | -23.8% | +63.5% | +46.8% |
| 3Y | +145.8% | +233.5% | -87.6% | +56.7% |
| 5Y | +138.6% | +112.2% | +26.4% | +58.8% |
| All | +568.3% | +216.9% | +351.4% | +231.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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