+46.1%
GOOGL vs IP
-18.9%
+65.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.1% |
| 7D | -2.3% | -5.3% | +2.9% | -2.5% |
| 30D | -6.6% | -10.9% | +4.2% | -7.0% |
| 3M | -9.0% | +11.2% | -20.2% | -8.8% |
| 6M | +11.8% | -10.2% | +22.0% | +11.1% |
| YTD | +8.3% | -2.0% | +10.3% | +8.4% |
| 1Y | +46.1% | -19.1% | +65.2% | +39.8% |
| All | +46.1% | -18.9% | +65.0% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 1y: compounded portfolio wealth divided by compounded IP 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…
1y analysis · Full analysis span regression · 6 months rolling