+740.7%
GOOGL vs BB
-0.1%
+740.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.0% |
| 7D | -2.8% | -2.1% | -0.7% | -2.5% |
| 30D | -3.2% | -16.0% | +12.8% | -0.9% |
| 3M | -6.6% | -14.5% | +7.9% | -5.5% |
| 6M | +8.5% | +118.6% | -110.1% | -6.0% |
| YTD | +6.5% | +98.9% | -92.5% | -6.5% |
| 1Y | +39.4% | +99.5% | -60.0% | +21.6% |
| 3Y | +146.2% | +65.4% | +80.8% | +110.7% |
| 5Y | +138.3% | -27.6% | +166.0% | +122.6% |
| All | +740.7% | -0.1% | +740.8% | +494.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling