+102.8%
GOOGL vs NDAQ
+68.2%
+34.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.2% |
| 7D | +5.7% | +1.7% | +4.0% | +4.9% |
| 30D | -15.6% | +16.2% | -31.8% | -21.4% |
| 3M | -13.0% | +14.0% | -27.0% | -18.4% |
| 6M | -22.8% | +22.3% | -45.0% | -30.3% |
| YTD | -4.4% | +13.0% | -17.4% | -10.9% |
| 1Y | +4.5% | +24.0% | -19.6% | -7.5% |
| 3Y | +127.4% | +117.1% | +10.3% | +41.0% |
| 5Y | +102.8% | +67.5% | +35.3% | +42.7% |
| All | +102.8% | +68.2% | +34.6% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling