+755.6%
GOOGL vs EFA
+146.6%
+609.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +0.8% |
| 7D | 0.0% | -1.5% | +1.5% | +1.5% |
| 30D | -1.4% | -1.7% | +0.3% | +0.2% |
| 3M | -5.3% | +3.5% | -8.8% | -8.6% |
| 6M | +9.8% | +9.5% | +0.3% | +0.3% |
| YTD | +8.4% | +12.9% | -4.5% | -4.3% |
| 1Y | +41.2% | +18.2% | +23.0% | +19.1% |
| 3Y | +149.6% | +64.8% | +84.7% | +48.4% |
| 5Y | +142.6% | +53.9% | +88.7% | +55.1% |
| All | +755.6% | +146.6% | +609.0% | +258.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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