+1,900.8%
GOOGL vs INDA
+121.8%
+1,779.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +3.9% | +1.1% | +2.8% | +3.3% |
| 30D | -14.9% | +9.4% | -24.3% | -18.7% |
| 3M | -14.6% | +2.9% | -17.5% | -15.9% |
| 6M | -26.4% | +7.2% | -33.7% | -29.1% |
| YTD | -5.3% | -4.8% | -0.5% | -3.1% |
| 1Y | +6.5% | -5.1% | +11.5% | +9.1% |
| 3Y | +126.0% | +16.7% | +109.4% | +108.6% |
| 5Y | +100.8% | +8.8% | +92.1% | +91.9% |
| 10Y | +673.8% | +116.2% | +557.6% | +449.8% |
| All | +1,900.8% | +121.8% | +1,779.0% | +1,312.8% |
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