+740.7%
GOOGL vs FE
+114.8%
+625.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -2.8% | -1.7% | -1.1% | -2.4% |
| 30D | -3.2% | -1.3% | -1.9% | -2.9% |
| 3M | -6.6% | +0.6% | -7.2% | -6.9% |
| 6M | +8.5% | -6.8% | +15.3% | +10.0% |
| YTD | +6.5% | +6.4% | +0.1% | +4.3% |
| 1Y | +39.4% | +11.3% | +28.2% | +34.8% |
| 3Y | +146.2% | +47.1% | +99.1% | +116.2% |
| 5Y | +138.3% | +50.4% | +87.9% | +106.9% |
| All | +740.7% | +114.8% | +625.9% | +601.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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