+755.6%
GOOGL vs DE
+863.9%
-108.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | 0.0% | -2.6% | +2.6% | +0.8% |
| 30D | -1.4% | +9.0% | -10.4% | -4.2% |
| 3M | -5.3% | +19.1% | -24.5% | -10.8% |
| 6M | +9.8% | +14.4% | -4.6% | +4.4% |
| YTD | +8.4% | +45.9% | -37.6% | -5.4% |
| 1Y | +41.2% | +43.6% | -2.4% | +23.7% |
| 3Y | +149.6% | +75.9% | +73.7% | +100.4% |
| 5Y | +142.6% | +98.8% | +43.8% | +79.5% |
| All | +755.6% | +863.9% | -108.3% | +277.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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