+128.8%
GOOG vs TER
+229.2%
-100.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.1% | -5.2% | -2.8% |
| 7D | -1.6% | +12.4% | -13.9% | -4.4% |
| 30D | -7.7% | +5.1% | -12.8% | -9.3% |
| 3M | -9.3% | +4.0% | -13.3% | -13.1% |
| 6M | +7.4% | +29.5% | -22.1% | -5.9% |
| YTD | +4.9% | +98.5% | -93.6% | -20.9% |
| 1Y | +37.2% | +234.1% | -196.9% | -14.1% |
| 3Y | +141.6% | +289.0% | -147.4% | +31.4% |
| 5Y | +128.8% | +228.2% | -99.4% | +22.2% |
| All | +128.8% | +229.2% | -100.5% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling