-22.8%
GOOGL vs DOW
-13.1%
-9.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +2.0% |
| 7D | +5.7% | +3.7% | +2.0% | +6.2% |
| 30D | -15.6% | +16.3% | -31.8% | -13.3% |
| 3M | -13.0% | +9.7% | -22.7% | -11.3% |
| 6M | -22.8% | -14.1% | -8.7% | -27.6% |
| All | -22.8% | -13.1% | -9.7% | -27.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling