+692.8%
GOOGL vs GEN
+152.9%
+539.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.5% |
| 7D | +3.9% | +2.0% | +1.8% | +3.4% |
| 30D | -14.9% | +27.7% | -42.7% | -20.1% |
| 3M | -14.6% | +3.3% | -17.8% | -16.0% |
| 6M | -26.4% | +31.8% | -58.3% | -32.1% |
| YTD | -5.3% | +13.5% | -18.8% | -9.9% |
| 1Y | +6.5% | +16.0% | -9.6% | +0.6% |
| 3Y | +126.0% | +70.6% | +55.5% | +89.7% |
| 5Y | +100.8% | +32.1% | +68.7% | +77.0% |
| All | +692.8% | +152.9% | +539.9% | +438.3% |
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