+569.9%
GOOGL vs FND
+57.9%
+512.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.5% |
| 7D | +3.9% | -6.8% | +10.7% | +5.3% |
| 30D | -14.9% | +8.0% | -22.9% | -16.8% |
| 3M | -14.6% | -18.9% | +4.4% | -11.3% |
| 6M | -26.4% | +4.7% | -31.1% | -28.4% |
| YTD | -5.3% | -21.6% | +16.3% | -2.8% |
| 1Y | +6.5% | -22.0% | +28.5% | +9.3% |
| 3Y | +126.0% | -40.4% | +166.5% | +133.8% |
| 5Y | +100.8% | -63.8% | +164.6% | +123.0% |
| All | +569.9% | +57.9% | +512.0% | +434.3% |
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