+3.6%
GOOG vs TER
+42.7%
-39.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.8% | +10.1% | +3.9% |
| 7D | -10.7% | -19.9% | +9.1% | -8.8% |
| 30D | -16.4% | -43.5% | +27.1% | -12.1% |
| 3M | -23.4% | -37.8% | +14.4% | -20.3% |
| 6M | -24.2% | -25.6% | +1.3% | -24.5% |
| YTD | -8.3% | +29.8% | -38.1% | -19.2% |
| 1Y | +3.6% | +43.2% | -39.6% | -11.5% |
| All | +3.6% | +42.7% | -39.1% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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