+667.7%
GOOGL vs GEN
+156.5%
+511.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.7% |
| 7D | +1.6% | -0.8% | +2.4% | +1.7% |
| 30D | -16.8% | +31.2% | -48.0% | -22.4% |
| 3M | -14.6% | +6.1% | -20.7% | -16.5% |
| 6M | -24.4% | +38.1% | -62.5% | -31.0% |
| YTD | -6.1% | +14.4% | -20.4% | -10.8% |
| 1Y | +1.0% | +15.1% | -14.1% | -4.3% |
| 3Y | +123.4% | +68.5% | +54.9% | +88.2% |
| 5Y | +103.2% | +35.8% | +67.4% | +78.0% |
| 10Y | +667.7% | +155.4% | +512.3% | +417.7% |
| All | +667.7% | +156.5% | +511.2% | +417.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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