+13,508.9%
GOOGL vs BNY
+772.5%
+12,736.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.8% |
| 7D | 0.0% | -1.3% | +1.3% | +0.5% |
| 30D | -1.4% | -0.2% | -1.2% | -1.4% |
| 3M | -5.3% | +14.9% | -20.3% | -9.9% |
| 6M | +9.8% | +40.0% | -30.2% | -2.2% |
| YTD | +8.4% | +42.0% | -33.6% | -4.2% |
| 1Y | +41.2% | +56.9% | -15.7% | +20.5% |
| 3Y | +149.6% | +289.9% | -140.3% | +55.4% |
| 5Y | +142.6% | +259.2% | -116.6% | +53.4% |
| 10Y | +766.8% | +413.3% | +353.5% | +368.6% |
| All | +13,508.9% | +772.5% | +12,736.4% | +5,289.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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