+365.5%
GOOGL vs OPEN
-72.1%
+437.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -2.1% |
| 7D | -1.9% | -2.9% | +1.1% | -1.6% |
| 30D | -7.5% | -13.8% | +6.3% | -6.4% |
| 3M | -9.2% | -30.9% | +21.7% | -6.6% |
| 6M | +8.1% | -40.9% | +49.0% | +12.1% |
| YTD | +5.8% | -48.5% | +54.4% | +10.4% |
| 1Y | +38.3% | -50.9% | +89.2% | +40.1% |
| 3Y | +144.8% | -20.6% | +165.4% | +113.6% |
| 5Y | +132.5% | -84.2% | +216.7% | +109.5% |
| All | +365.5% | -72.1% | +437.6% | +281.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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