+138.3%
GOOGL vs NI
+94.6%
+43.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | -2.8% | -0.6% | -2.2% | -2.7% |
| 30D | -3.2% | -1.4% | -1.8% | -2.9% |
| 3M | -6.6% | -10.6% | +4.0% | -4.5% |
| 6M | +8.5% | -9.9% | +18.4% | +10.6% |
| YTD | +6.5% | +1.2% | +5.3% | +5.4% |
| 1Y | +39.4% | +4.4% | +35.0% | +36.8% |
| 3Y | +146.2% | +68.6% | +77.6% | +108.3% |
| 5Y | +138.3% | +98.0% | +40.3% | +98.5% |
| All | +138.3% | +94.6% | +43.7% | +98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling