+98.9%
GOOGL vs A
+15.8%
+83.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | +2.6% | +1.4% | +1.2% | +2.1% |
| 30D | -18.3% | +4.3% | -22.6% | -19.5% |
| 3M | -19.6% | +19.8% | -39.4% | -24.8% |
| 6M | -28.2% | +54.4% | -82.6% | -39.6% |
| YTD | -8.0% | +31.7% | -39.7% | -18.0% |
| 1Y | -0.7% | +22.4% | -23.1% | -8.8% |
| 3Y | +118.8% | +67.7% | +51.1% | +65.2% |
| 5Y | +98.9% | +15.7% | +83.1% | +77.9% |
| All | +98.9% | +15.8% | +83.1% | +77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling