+140.1%
GOOGL vs BR
+8.0%
+132.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | 0.0% | -3.0% | +3.0% | +1.2% |
| 30D | -1.4% | -0.3% | -1.1% | -1.4% |
| 3M | -5.3% | +17.3% | -22.6% | -11.6% |
| 6M | +9.8% | -6.7% | +16.5% | +12.7% |
| YTD | +8.4% | -23.4% | +31.8% | +21.5% |
| 1Y | +41.2% | -32.7% | +73.9% | +68.6% |
| 3Y | +149.6% | -5.9% | +155.5% | +139.0% |
| All | +140.1% | +8.0% | +132.1% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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