+39.4%
GOOGL vs DIA
+15.5%
+23.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.3% |
| 7D | -2.8% | -3.0% | +0.2% | +0.4% |
| 30D | -3.2% | -3.0% | -0.2% | 0.0% |
| 3M | -6.6% | +4.5% | -11.1% | -10.5% |
| 6M | +8.5% | +9.8% | -1.3% | -1.5% |
| YTD | +6.5% | +9.3% | -2.8% | -3.7% |
| 1Y | +39.4% | +16.0% | +23.5% | +18.3% |
| All | +39.4% | +15.5% | +23.9% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1y: compounded portfolio wealth divided by compounded DIA 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…
1y analysis · Full analysis span regression · 6 months rolling