+13,503.3%
GOOGL vs NI
+1,064.0%
+12,439.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.3% | -0.5% |
| 7D | +1.1% | +2.3% | -1.2% | +0.2% |
| 30D | -4.4% | -1.7% | -2.8% | -3.9% |
| 3M | -6.8% | -8.0% | +1.2% | -4.3% |
| 6M | +13.6% | -8.6% | +22.2% | +16.8% |
| YTD | +8.3% | +2.3% | +6.0% | +6.6% |
| 1Y | +44.9% | +6.9% | +38.0% | +40.0% |
| 3Y | +150.5% | +70.6% | +79.9% | +98.0% |
| 5Y | +137.7% | +96.4% | +41.3% | +75.5% |
| 10Y | +750.9% | +136.1% | +614.8% | +449.9% |
| All | +13,503.3% | +1,064.0% | +12,439.2% | +3,486.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling