+13,507.3%
GOOGL vs DRI
+2,149.4%
+11,357.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.3% | +0.6% | -2.9% | -2.5% |
| 30D | -6.6% | +3.8% | -10.4% | -7.7% |
| 3M | -8.9% | +13.0% | -22.0% | -12.5% |
| 6M | +11.9% | +8.3% | +3.6% | +8.6% |
| YTD | +8.3% | +20.6% | -12.3% | +1.6% |
| 1Y | +46.2% | +6.5% | +39.8% | +41.6% |
| 3Y | +151.9% | +53.7% | +98.2% | +115.4% |
| 5Y | +137.7% | +72.7% | +65.0% | +94.7% |
| 10Y | +757.6% | +363.2% | +394.4% | +374.6% |
| All | +13,507.3% | +2,149.4% | +11,357.9% | +5,225.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling