+46.2%
GOOGL vs NTR
+43.1%
+3.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.3% |
| 7D | -2.3% | +8.1% | -10.4% | -1.4% |
| 30D | -6.6% | +18.8% | -25.3% | -4.8% |
| 3M | -8.9% | +16.2% | -25.2% | -7.6% |
| 6M | +11.9% | +9.8% | +2.1% | +13.2% |
| YTD | +8.3% | +30.9% | -22.5% | +11.3% |
| 1Y | +46.2% | +41.8% | +4.5% | +51.4% |
| All | +46.2% | +43.1% | +3.1% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling