+755.6%
GOOGL vs EWT
+523.5%
+232.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | -0.1% | +0.6% |
| 7D | 0.0% | -1.1% | +1.1% | +0.7% |
| 30D | -1.4% | +4.5% | -5.9% | -4.5% |
| 3M | -5.3% | +8.3% | -13.6% | -11.7% |
| 6M | +9.8% | +54.2% | -44.4% | -21.9% |
| YTD | +8.4% | +74.6% | -66.2% | -30.1% |
| 1Y | +41.2% | +84.9% | -43.7% | -13.1% |
| 3Y | +149.6% | +197.5% | -48.0% | +3.1% |
| 5Y | +142.6% | +150.6% | -8.0% | +14.6% |
| All | +755.6% | +523.5% | +232.0% | +106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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