+4.4%
GOOGL vs EFV
+25.8%
-21.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.1% | 0.0% | +0.7% |
| 7D | -11.1% | +2.9% | -14.0% | -13.1% |
| 30D | -16.6% | +3.6% | -20.2% | -19.0% |
| 3M | -23.4% | -0.1% | -23.3% | -23.4% |
| 6M | -24.5% | +9.6% | -34.1% | -30.1% |
| YTD | -7.5% | +17.0% | -24.5% | -18.1% |
| 1Y | +4.4% | +25.7% | -21.3% | -11.2% |
| All | +4.4% | +25.8% | -21.4% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling