+138.0%
GOOGL vs BE
+1,256.3%
-1,118.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.6% | -9.7% | -0.9% |
| 7D | +1.1% | +29.8% | -28.7% | -1.4% |
| 30D | -4.4% | +26.4% | -30.8% | -6.7% |
| 3M | -6.8% | +9.3% | -16.1% | -9.0% |
| 6M | +13.6% | +105.1% | -91.5% | +2.7% |
| YTD | +8.3% | +219.0% | -210.7% | -7.6% |
| 1Y | +44.9% | +418.8% | -373.8% | +15.0% |
| 3Y | +150.5% | +1,784.6% | -1,634.1% | +59.3% |
| All | +138.0% | +1,256.3% | -1,118.3% | +51.9% |
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