+99.0%
GOOGL vs BE
+456.5%
-357.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | +0.1% |
| 7D | +2.6% | -13.4% | +16.0% | +3.8% |
| 30D | -18.3% | -33.9% | +15.6% | -15.5% |
| 3M | -19.6% | -12.0% | -7.6% | -19.5% |
| 6M | -28.2% | -29.0% | +0.8% | -27.9% |
| YTD | -8.0% | +113.4% | -121.4% | -19.7% |
| 1Y | -0.7% | +33.2% | -33.9% | -9.7% |
| 3Y | +118.8% | +1,659.2% | -1,540.4% | +30.9% |
| All | +99.0% | +456.5% | -357.5% | +40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling