-0.4%
GOOGL vs B
+24.4%
-24.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.2% | -3.0% | +0.6% |
| 7D | +3.3% | +11.3% | -8.0% | +1.8% |
| 30D | -18.1% | +2.9% | -21.0% | -18.5% |
| 3M | -18.6% | -2.9% | -15.8% | -18.7% |
| 6M | -28.0% | -1.2% | -26.8% | -28.2% |
| YTD | -7.8% | -1.3% | -6.4% | -10.3% |
| All | -0.4% | +24.4% | -24.8% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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