+700.7%
GOOGL vs NDAQ
+472.7%
+228.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.3% |
| 7D | +5.7% | +1.7% | +4.0% | +4.8% |
| 30D | -15.6% | +16.2% | -31.8% | -22.1% |
| 3M | -13.0% | +14.0% | -27.0% | -19.0% |
| 6M | -22.8% | +22.3% | -45.0% | -31.2% |
| YTD | -4.4% | +13.0% | -17.4% | -11.9% |
| 1Y | +4.5% | +24.0% | -19.6% | -8.6% |
| 3Y | +127.4% | +117.1% | +10.3% | +41.5% |
| 5Y | +102.8% | +67.5% | +35.3% | +44.4% |
| All | +700.7% | +472.7% | +228.0% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling