+143.8%
GOOGL vs DOW
-35.5%
+179.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -1.9% | -6.0% | +4.2% | -1.3% |
| 30D | -7.5% | -2.7% | -4.7% | -7.3% |
| 3M | -9.2% | -10.5% | +1.3% | -8.3% |
| 6M | +8.1% | -12.4% | +20.5% | +8.1% |
| YTD | +5.8% | +30.0% | -24.2% | -1.6% |
| 1Y | +38.3% | +27.8% | +10.5% | +28.3% |
| All | +143.8% | -35.5% | +179.2% | +149.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling