-24.8%
GOOG vs TER
-25.2%
+0.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.3% | -6.3% | +1.6% |
| 7D | +1.2% | +5.9% | -4.7% | +0.8% |
| 30D | -16.7% | -30.8% | +14.0% | -16.0% |
| 3M | -15.2% | -29.9% | +14.7% | -14.6% |
| 6M | -24.8% | -27.5% | +2.7% | -24.9% |
| All | -24.8% | -25.2% | +0.4% | -24.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling