+150.5%
GOOGL vs A
+29.5%
+121.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.6% | +0.6% |
| 7D | +1.1% | -2.1% | +3.1% | +1.5% |
| 30D | -4.4% | +0.6% | -5.0% | -4.7% |
| 3M | -6.8% | +10.9% | -17.7% | -9.4% |
| 6M | +13.6% | +28.2% | -14.6% | +6.0% |
| YTD | +8.3% | +8.6% | -0.3% | +5.2% |
| 1Y | +44.9% | +15.5% | +29.4% | +38.6% |
| 3Y | +150.5% | +31.8% | +118.7% | +126.4% |
| All | +150.5% | +29.5% | +121.0% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling