+11,484.7%
GOOGL vs B
+206.8%
+11,277.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.2% | -3.0% | +0.8% |
| 7D | +3.3% | +11.3% | -8.0% | +2.3% |
| 30D | -18.1% | +2.9% | -21.0% | -18.3% |
| 3M | -18.6% | -2.9% | -15.8% | -18.5% |
| 6M | -28.0% | -1.2% | -26.8% | -28.2% |
| YTD | -7.8% | -1.3% | -6.4% | -8.3% |
| 1Y | +3.6% | +30.4% | -26.8% | +0.6% |
| 3Y | +123.4% | +195.3% | -71.9% | +101.7% |
| 5Y | +95.3% | +146.2% | -50.9% | +77.4% |
| 10Y | +622.2% | +200.5% | +421.7% | +538.4% |
| All | +11,484.7% | +206.8% | +11,277.8% | +9,265.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling