+13,193.3%
GOOGL vs AU
+313.7%
+12,879.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.3% |
| 7D | -1.9% | +0.6% | -2.5% | -1.9% |
| 30D | -7.5% | +12.3% | -19.8% | -8.4% |
| 3M | -9.2% | +29.4% | -38.5% | -11.3% |
| 6M | +8.1% | +3.2% | +4.8% | +7.1% |
| YTD | +5.8% | +31.8% | -26.0% | +2.5% |
| 1Y | +38.3% | +83.4% | -45.1% | +30.2% |
| 3Y | +144.8% | +623.1% | -478.3% | +103.1% |
| 5Y | +132.5% | +700.5% | -568.0% | +88.7% |
| 10Y | +746.7% | +717.6% | +29.1% | +555.5% |
| All | +13,193.3% | +313.7% | +12,879.6% | +9,536.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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