+13,507.3%
GOOGL vs BWA
+748.5%
+12,758.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -2.0% |
| 7D | -2.3% | +5.7% | -7.9% | -4.0% |
| 30D | -6.6% | +1.4% | -8.0% | -7.2% |
| 3M | -8.9% | -12.1% | +3.1% | -6.0% |
| 6M | +11.9% | +28.6% | -16.7% | +2.1% |
| YTD | +8.3% | +51.1% | -42.7% | -7.5% |
| 1Y | +46.2% | +55.9% | -9.7% | +23.2% |
| 3Y | +151.9% | +70.1% | +81.7% | +100.3% |
| 5Y | +137.7% | +90.7% | +47.0% | +78.4% |
| 10Y | +757.6% | +154.0% | +603.6% | +442.1% |
| All | +13,507.3% | +748.5% | +12,758.8% | +4,870.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling