+2,189.6%
GOOGL vs INDA
+115.1%
+2,074.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.3% | +0.7% | -3.0% | -2.6% |
| 30D | -6.6% | -0.8% | -5.8% | -6.2% |
| 3M | -8.9% | +3.9% | -12.9% | -10.7% |
| 6M | +11.9% | -0.7% | +12.6% | +12.4% |
| YTD | +8.3% | -7.7% | +16.0% | +12.8% |
| 1Y | +46.2% | -5.1% | +51.3% | +50.1% |
| 3Y | +151.9% | +13.6% | +138.2% | +136.0% |
| 5Y | +137.7% | +7.8% | +129.9% | +128.8% |
| 10Y | +757.6% | +84.6% | +672.9% | +544.2% |
| All | +2,189.6% | +115.1% | +2,074.5% | +1,543.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling