+137.7%
GOOGL vs GEN
+22.3%
+115.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.7% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | -4.4% | +2.6% | -7.1% | -5.1% |
| 3M | -6.8% | +15.8% | -22.6% | -10.3% |
| 6M | +13.6% | +33.1% | -19.6% | +5.0% |
| YTD | +8.3% | +11.3% | -3.0% | +4.5% |
| 1Y | +44.9% | +1.7% | +43.3% | +43.1% |
| 3Y | +150.5% | +58.1% | +92.3% | +112.6% |
| 5Y | +137.7% | +20.6% | +117.1% | +112.9% |
| All | +137.7% | +22.3% | +115.4% | +112.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling