+746.7%
GOOGL vs EW
+121.7%
+625.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -1.9% | -5.1% | +3.3% | -0.1% |
| 30D | -7.5% | -6.4% | -1.1% | -5.4% |
| 3M | -9.2% | -1.6% | -7.6% | -8.9% |
| 6M | +8.1% | +2.3% | +5.8% | +6.9% |
| YTD | +5.8% | +1.1% | +4.8% | +4.8% |
| 1Y | +38.3% | +8.0% | +30.3% | +33.5% |
| 3Y | +144.8% | +16.3% | +128.4% | +117.4% |
| 5Y | +132.5% | -29.4% | +162.0% | +147.4% |
| 10Y | +746.7% | +125.6% | +621.1% | +492.2% |
| All | +746.7% | +121.7% | +625.0% | +492.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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