+138.3%
GOOGL vs INDA
+4.5%
+133.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.7% | +1.5% |
| 7D | -2.8% | -3.6% | +0.8% | +0.1% |
| 30D | -3.2% | -4.0% | +0.8% | -0.1% |
| 3M | -6.6% | +1.7% | -8.3% | -8.0% |
| 6M | +8.5% | -3.6% | +12.1% | +11.7% |
| YTD | +6.5% | -11.0% | +17.5% | +16.5% |
| 1Y | +39.4% | -9.5% | +48.9% | +50.5% |
| 3Y | +146.2% | +7.6% | +138.6% | +122.6% |
| 5Y | +138.3% | +4.8% | +133.6% | +116.9% |
| All | +138.3% | +4.5% | +133.9% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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