+126.0%
GOOGL vs DIA
+60.3%
+65.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +3.9% | +2.1% | +1.7% | +1.8% |
| 30D | -14.9% | +1.5% | -16.4% | -16.1% |
| 3M | -14.6% | -2.4% | -12.1% | -12.6% |
| 6M | -26.4% | +6.0% | -32.4% | -30.2% |
| YTD | -5.3% | +10.1% | -15.4% | -13.3% |
| 1Y | +6.5% | +11.8% | -5.4% | -4.0% |
| 3Y | +126.0% | +59.7% | +66.3% | +70.8% |
| All | +126.0% | +60.3% | +65.8% | +70.8% |
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