+126.0%
GOOGL vs B
+163.8%
-37.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +3.9% | -7.3% | +11.2% | +4.8% |
| 30D | -14.9% | -3.3% | -11.6% | -14.6% |
| 3M | -14.6% | -7.8% | -6.8% | -13.9% |
| 6M | -26.4% | -15.5% | -10.9% | -25.2% |
| YTD | -5.3% | -12.3% | +6.9% | -5.2% |
| 1Y | +6.5% | +5.4% | +1.1% | +3.8% |
| 3Y | +126.0% | +165.5% | -39.5% | +98.0% |
| All | +126.0% | +163.8% | -37.7% | +98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling