+13,245.4%
GOOG vs SU
+734.8%
+12,510.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -2.5% | +1.7% | -4.2% | -2.9% |
| 30D | -3.6% | +9.6% | -13.2% | -5.8% |
| 3M | -6.4% | +11.7% | -18.2% | -9.3% |
| 6M | +7.8% | +21.9% | -14.1% | +1.7% |
| YTD | +5.5% | +58.6% | -53.1% | -6.7% |
| 1Y | +38.3% | +66.5% | -28.2% | +20.7% |
| 3Y | +143.1% | +121.4% | +21.7% | +94.6% |
| 5Y | +135.0% | +355.7% | -220.7% | +52.0% |
| 10Y | +778.1% | +264.2% | +513.9% | +457.8% |
| All | +13,245.4% | +734.8% | +12,510.6% | +7,519.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 all: compounded portfolio wealth divided by compounded SU 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…
all analysis · Full analysis span regression · 6 months rolling