+118.8%
GOOGL vs PH
+139.6%
-20.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | +2.6% | +2.1% | +0.5% | +1.9% |
| 30D | -18.3% | +0.3% | -18.6% | -18.5% |
| 3M | -19.6% | -8.8% | -10.8% | -17.5% |
| 6M | -28.2% | +10.0% | -38.3% | -31.1% |
| YTD | -8.0% | +10.5% | -18.5% | -12.6% |
| 1Y | -0.7% | +15.5% | -16.2% | -7.2% |
| 3Y | +118.8% | +136.4% | -17.5% | +76.3% |
| All | +118.8% | +139.6% | -20.8% | +76.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling