+38.3%
GOOGL vs ALL
+28.9%
+9.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.9% | -2.2% | +0.4% | -2.1% |
| 30D | -7.5% | -5.6% | -1.9% | -8.2% |
| 3M | -9.2% | +17.2% | -26.4% | -6.5% |
| 6M | +8.1% | +23.2% | -15.2% | +12.3% |
| YTD | +5.8% | +23.6% | -17.8% | +10.3% |
| 1Y | +38.3% | +29.2% | +9.2% | +47.2% |
| All | +38.3% | +28.9% | +9.5% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling