+457.2%
GOOGL vs DOW
-15.8%
+473.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | -0.4% |
| 7D | -2.3% | -2.4% | +0.1% | -1.8% |
| 30D | -6.6% | +0.4% | -6.9% | -6.9% |
| 3M | -8.9% | -14.4% | +5.4% | -6.0% |
| 6M | +11.9% | -7.0% | +18.8% | +11.3% |
| YTD | +8.3% | +30.2% | -21.9% | -2.7% |
| 1Y | +46.2% | +29.2% | +17.0% | +30.4% |
| 3Y | +151.9% | -36.7% | +188.6% | +171.5% |
| 5Y | +137.7% | -37.7% | +175.4% | +154.4% |
| All | +457.2% | -15.8% | +473.0% | +370.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling