+132.5%
GOOGL vs BB
-25.5%
+158.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.0% |
| 7D | -1.9% | +1.8% | -3.7% | -2.1% |
| 30D | -7.5% | -12.2% | +4.8% | -5.7% |
| 3M | -9.2% | -12.3% | +3.2% | -8.3% |
| 6M | +8.1% | +122.7% | -114.6% | -9.4% |
| YTD | +5.8% | +104.5% | -98.6% | -10.0% |
| 1Y | +38.3% | +106.7% | -68.3% | +16.5% |
| 3Y | +144.8% | +70.0% | +74.8% | +102.6% |
| 5Y | +132.5% | -27.8% | +160.3% | +115.8% |
| All | +132.5% | -25.5% | +158.0% | +115.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling