+8.1%
GOOGL vs BLK
+16.6%
-8.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.1% | -1.1% |
| 7D | -1.9% | -2.7% | +0.8% | -0.4% |
| 30D | -7.5% | -4.8% | -2.7% | -5.0% |
| 3M | -9.2% | +6.5% | -15.6% | -12.9% |
| 6M | +8.1% | +13.2% | -5.1% | -1.6% |
| All | +8.1% | +16.6% | -8.5% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 6mo: compounded portfolio wealth divided by compounded BLK 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…
6mo analysis · Full analysis span regression · 6 months rolling