+692.8%
GOOGL vs BWA
+94.2%
+598.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +3.9% | +4.3% | -0.4% | +2.6% |
| 30D | -14.9% | -13.0% | -1.9% | -11.5% |
| 3M | -14.6% | -24.8% | +10.3% | -7.7% |
| 6M | -26.4% | -23.5% | -2.9% | -21.7% |
| YTD | -5.3% | +13.8% | -19.2% | -12.0% |
| 1Y | +6.5% | +13.4% | -7.0% | -1.1% |
| 3Y | +126.0% | +62.8% | +63.3% | +82.3% |
| 5Y | +100.8% | +28.5% | +72.4% | +69.6% |
| All | +692.8% | +94.2% | +598.6% | +468.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling