+137.7%
GOOGL vs NDAQ
+55.5%
+82.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.9% |
| 7D | +1.1% | -2.6% | +3.6% | +2.3% |
| 30D | -4.4% | +0.5% | -4.9% | -4.7% |
| 3M | -6.8% | +9.9% | -16.7% | -11.5% |
| 6M | +13.6% | +8.2% | +5.4% | +8.5% |
| YTD | +8.3% | -1.5% | +9.8% | +7.9% |
| 1Y | +44.9% | +1.3% | +43.6% | +41.7% |
| 3Y | +150.5% | +92.6% | +57.9% | +64.0% |
| 5Y | +137.7% | +53.8% | +83.9% | +72.0% |
| All | +137.7% | +55.5% | +82.2% | +72.0% |
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 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