+653.3%
GOOGL vs FND
+54.9%
+598.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.9% |
| 7D | -2.8% | -5.1% | +2.3% | -1.8% |
| 30D | -3.2% | -22.5% | +19.3% | +2.2% |
| 3M | -6.6% | -5.0% | -1.6% | -6.4% |
| 6M | +8.5% | -21.5% | +30.0% | +12.7% |
| YTD | +6.5% | -23.0% | +29.5% | +10.5% |
| 1Y | +39.4% | -44.9% | +84.3% | +55.2% |
| 3Y | +146.2% | -50.0% | +196.2% | +167.2% |
| 5Y | +138.3% | -63.3% | +201.7% | +165.1% |
| All | +653.3% | +54.9% | +598.4% | +507.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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