+11,908.8%
GOOGL vs IAG
+182.6%
+11,726.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.1% | +6.9% | +2.1% |
| 7D | +5.7% | -2.1% | +7.8% | +5.8% |
| 30D | -15.6% | -6.2% | -9.4% | -15.3% |
| 3M | -13.0% | -5.1% | -7.8% | -12.9% |
| 6M | -22.8% | -10.0% | -12.8% | -22.7% |
| YTD | -4.4% | +3.9% | -8.3% | -5.5% |
| 1Y | +4.5% | +18.9% | -14.4% | +2.5% |
| 3Y | +127.4% | +651.8% | -524.3% | +99.5% |
| 5Y | +102.8% | +416.3% | -313.4% | +77.4% |
| 10Y | +681.5% | +377.4% | +304.0% | +564.0% |
| All | +11,908.8% | +182.6% | +11,726.2% | +8,769.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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