+102.8%
GOOGL vs DG
-34.0%
+136.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.8% | +1.9% |
| 7D | +5.7% | -2.5% | +8.2% | +5.8% |
| 30D | -15.6% | +7.7% | -23.3% | -16.0% |
| 3M | -13.0% | +13.1% | -26.1% | -13.7% |
| 6M | -22.8% | +32.0% | -54.8% | -24.1% |
| YTD | -4.4% | +3.3% | -7.7% | -4.9% |
| 1Y | +4.5% | +31.7% | -27.2% | +2.7% |
| 3Y | +127.4% | +21.7% | +105.7% | +121.6% |
| 5Y | +102.8% | -34.7% | +137.6% | +126.9% |
| All | +102.8% | -34.0% | +136.9% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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