+666.6%
GOOGL vs FND
+66.0%
+600.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.5% |
| 7D | -2.3% | -5.2% | +2.9% | -1.2% |
| 30D | -6.6% | -19.9% | +13.3% | -2.2% |
| 3M | -8.9% | +2.7% | -11.7% | -10.3% |
| 6M | +11.9% | -21.7% | +33.5% | +16.4% |
| YTD | +8.3% | -17.5% | +25.9% | +10.8% |
| 1Y | +46.2% | -39.3% | +85.5% | +59.3% |
| 3Y | +151.9% | -49.8% | +201.6% | +173.7% |
| 5Y | +137.7% | -60.1% | +197.8% | +159.7% |
| All | +666.6% | +66.0% | +600.5% | +508.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling