+13,444.1%
GOOG vs TER
+2,611.8%
+10,832.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.5% | -2.7% |
| 7D | -2.1% | +0.6% | -2.8% | -2.4% |
| 30D | -6.8% | -8.3% | +1.4% | -5.1% |
| 3M | -9.1% | -12.2% | +3.1% | -9.3% |
| 6M | +10.7% | +17.1% | -6.4% | -1.5% |
| YTD | +7.1% | +84.7% | -77.6% | -18.7% |
| 1Y | +44.6% | +199.9% | -155.3% | -7.7% |
| 3Y | +147.4% | +232.8% | -85.3% | +43.6% |
| 5Y | +133.8% | +198.6% | -64.8% | +36.0% |
| 10Y | +777.5% | +1,669.7% | -892.2% | +172.2% |
| All | +13,444.1% | +2,611.8% | +10,832.3% | +2,654.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling