+102.8%
GOOGL vs IT
-42.3%
+145.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.0% |
| 7D | +5.7% | -3.7% | +9.4% | +6.5% |
| 30D | -15.6% | -3.1% | -12.5% | -15.7% |
| 3M | -13.0% | +6.3% | -19.3% | -15.5% |
| 6M | -22.8% | +24.8% | -47.6% | -29.0% |
| YTD | -4.4% | -24.4% | +20.0% | +1.9% |
| 1Y | +4.5% | -17.1% | +21.5% | +7.3% |
| 3Y | +127.4% | -53.6% | +181.1% | +187.1% |
| 5Y | +102.8% | -42.5% | +145.3% | +115.1% |
| All | +102.8% | -42.3% | +145.1% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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