+13,507.3%
GOOGL vs GEN
+274.5%
+13,232.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.5% |
| 7D | -2.3% | -1.2% | -1.1% | -2.0% |
| 30D | -6.6% | +10.1% | -16.7% | -9.2% |
| 3M | -8.9% | +16.1% | -25.0% | -13.0% |
| 6M | +11.9% | +38.9% | -27.0% | +0.9% |
| YTD | +8.3% | +14.4% | -6.1% | +2.8% |
| 1Y | +46.2% | +5.9% | +40.3% | +41.6% |
| 3Y | +151.9% | +58.8% | +93.1% | +111.6% |
| 5Y | +137.7% | +24.7% | +113.0% | +110.4% |
| 10Y | +757.6% | +163.1% | +594.5% | +458.7% |
| All | +13,507.3% | +274.5% | +13,232.8% | +5,345.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling