+755.6%
GOOGL vs NI
+143.3%
+612.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | -1.4% | -1.4% | 0.0% | -1.1% |
| 3M | -5.3% | -10.6% | +5.3% | -2.6% |
| 6M | +9.8% | -9.3% | +19.1% | +12.3% |
| YTD | +8.4% | +1.1% | +7.2% | +7.3% |
| 1Y | +41.2% | +3.4% | +37.8% | +38.8% |
| 3Y | +149.6% | +67.9% | +81.7% | +108.7% |
| 5Y | +142.6% | +98.0% | +44.6% | +91.0% |
| All | +755.6% | +143.3% | +612.3% | +538.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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