+118.8%
GOOGL vs EW
+59.8%
+59.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +2.6% | +9.3% | -6.6% | +1.2% |
| 30D | -18.3% | +22.1% | -40.3% | -20.9% |
| 3M | -19.6% | +13.0% | -32.6% | -21.2% |
| 6M | -28.2% | +30.1% | -58.3% | -31.3% |
| YTD | -8.0% | +22.0% | -30.0% | -11.2% |
| 1Y | -0.7% | +23.7% | -24.4% | -4.3% |
| 3Y | +118.8% | +62.0% | +56.8% | +143.7% |
| All | +118.8% | +59.8% | +59.0% | +143.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling