+150.5%
GOOGL vs BN
+79.0%
+71.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.0% |
| 7D | +1.1% | -1.2% | +2.2% | +1.5% |
| 30D | -4.4% | -10.9% | +6.5% | -0.1% |
| 3M | -6.8% | -11.1% | +4.3% | -2.5% |
| 6M | +13.6% | -4.4% | +17.9% | +15.5% |
| YTD | +8.3% | -14.1% | +22.5% | +13.8% |
| 1Y | +44.9% | -11.1% | +56.0% | +50.0% |
| 3Y | +150.5% | +75.6% | +74.9% | +100.7% |
| All | +150.5% | +79.0% | +71.4% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling