+746.7%
GOOGL vs PH
+795.7%
-49.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -7.5% | -10.3% | +2.8% | -3.4% |
| 3M | -9.2% | +5.1% | -14.2% | -11.5% |
| 6M | +8.1% | +2.3% | +5.8% | +6.0% |
| YTD | +5.8% | +8.7% | -2.8% | +1.0% |
| 1Y | +38.3% | +26.8% | +11.6% | +23.5% |
| 3Y | +144.8% | +139.2% | +5.6% | +63.8% |
| 5Y | +132.5% | +251.1% | -118.6% | +29.9% |
| 10Y | +746.7% | +812.6% | -65.9% | +231.5% |
| All | +746.7% | +795.7% | -49.0% | +231.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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