+368.0%
GOOGL vs BE
+926.7%
-558.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.6% |
| 7D | +3.9% | +10.8% | -7.0% | +2.8% |
| 30D | -14.9% | -19.8% | +4.9% | -13.7% |
| 3M | -14.6% | -18.7% | +4.2% | -13.8% |
| 6M | -26.4% | -33.7% | +7.3% | -25.7% |
| YTD | -5.3% | +121.0% | -126.3% | -15.8% |
| 1Y | +6.5% | +85.4% | -79.0% | -4.5% |
| 3Y | +126.0% | +1,709.5% | -1,583.5% | +52.9% |
| 5Y | +100.8% | +462.2% | -361.4% | +46.4% |
| All | +368.0% | +926.7% | -558.7% | +175.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling