+740.7%
GOOGL vs NDAQ
+370.8%
+369.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.8% |
| 7D | -2.8% | -6.8% | +4.0% | +0.7% |
| 30D | -3.2% | -3.2% | 0.0% | -1.7% |
| 3M | -6.6% | +6.5% | -13.1% | -10.3% |
| 6M | +8.5% | +5.7% | +2.7% | +4.3% |
| YTD | +6.5% | -4.6% | +11.1% | +7.4% |
| 1Y | +39.4% | -1.6% | +41.0% | +37.6% |
| 3Y | +146.2% | +86.4% | +59.8% | +65.8% |
| 5Y | +138.3% | +50.3% | +88.0% | +79.5% |
| All | +740.7% | +370.8% | +369.8% | +256.6% |
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