+132.5%
GOOGL vs FND
-61.3%
+193.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.1% |
| 7D | -1.9% | -0.8% | -1.1% | -1.7% |
| 30D | -7.5% | -19.6% | +12.1% | -3.0% |
| 3M | -9.2% | -4.3% | -4.8% | -9.1% |
| 6M | +8.1% | -20.4% | +28.5% | +12.1% |
| YTD | +5.8% | -21.9% | +27.7% | +9.6% |
| 1Y | +38.3% | -45.2% | +83.5% | +55.3% |
| 3Y | +144.8% | -49.2% | +194.0% | +161.9% |
| 5Y | +132.5% | -61.8% | +194.4% | +143.7% |
| All | +132.5% | -61.3% | +193.8% | +143.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling