+150.5%
GOOGL vs DIA
+60.3%
+90.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +1.0% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -4.4% | -2.1% | -2.4% | -2.5% |
| 3M | -6.8% | +4.2% | -11.0% | -10.2% |
| 6M | +13.6% | +11.9% | +1.7% | +2.6% |
| YTD | +8.3% | +10.8% | -2.5% | -1.7% |
| 1Y | +44.9% | +17.5% | +27.4% | +24.7% |
| 3Y | +150.5% | +59.9% | +90.5% | +58.8% |
| All | +150.5% | +60.3% | +90.2% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling