+150.5%
GOOGL vs DRI
+56.7%
+93.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.2% |
| 7D | +1.1% | -1.2% | +2.3% | +1.2% |
| 30D | -4.4% | -0.4% | -4.0% | -4.4% |
| 3M | -6.8% | +9.5% | -16.3% | -8.1% |
| 6M | +13.6% | +6.5% | +7.1% | +12.3% |
| YTD | +8.3% | +18.4% | -10.1% | +5.2% |
| 1Y | +44.9% | +4.2% | +40.7% | +43.9% |
| 3Y | +150.5% | +57.1% | +93.4% | +126.2% |
| All | +150.5% | +56.7% | +93.8% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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