+447.5%
GOOGL vs DOW
-15.2%
+462.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -2.8% | -2.4% | -0.5% | -2.3% |
| 30D | -3.2% | -4.1% | +0.9% | -2.4% |
| 3M | -6.6% | -12.4% | +5.8% | -4.1% |
| 6M | +8.5% | -10.6% | +19.1% | +9.1% |
| YTD | +6.5% | +31.1% | -24.6% | -4.5% |
| 1Y | +39.4% | +30.5% | +8.9% | +24.0% |
| 3Y | +146.2% | -34.4% | +180.6% | +162.5% |
| 5Y | +138.3% | -35.5% | +173.8% | +152.6% |
| All | +447.5% | -15.2% | +462.8% | +361.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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