+426.3%
GOOGL vs BE
+1,282.3%
-856.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +0.9% |
| 7D | -2.8% | +9.7% | -12.6% | -3.7% |
| 30D | -3.2% | +22.4% | -25.6% | -5.1% |
| 3M | -6.6% | +10.4% | -17.0% | -8.7% |
| 6M | +8.5% | +67.9% | -59.4% | +0.8% |
| YTD | +6.5% | +197.5% | -191.0% | -7.0% |
| 1Y | +39.4% | +310.6% | -271.1% | +16.2% |
| 3Y | +146.2% | +1,657.2% | -1,511.0% | +68.5% |
| 5Y | +138.3% | +1,218.2% | -1,079.8% | +62.3% |
| All | +426.3% | +1,282.3% | -856.0% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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