+667.7%
GOOGL vs ED
+141.1%
+526.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | -16.8% | +11.2% | -28.0% | -18.0% |
| 3M | -14.6% | +11.8% | -26.4% | -15.9% |
| 6M | -24.4% | +14.1% | -38.5% | -25.9% |
| YTD | -6.1% | +23.0% | -29.0% | -9.1% |
| 1Y | +1.0% | +23.7% | -22.7% | -2.5% |
| 3Y | +123.4% | +47.7% | +75.7% | +104.1% |
| 5Y | +103.2% | +82.6% | +20.6% | +75.2% |
| 10Y | +667.7% | +141.8% | +526.0% | +511.5% |
| All | +667.7% | +141.1% | +526.6% | +511.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling