+98.9%
GOOGL vs PH
+211.9%
-113.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | +2.6% | +2.1% | +0.5% | +1.6% |
| 30D | -18.3% | +0.3% | -18.6% | -18.6% |
| 3M | -19.6% | -8.8% | -10.8% | -16.9% |
| 6M | -28.2% | +10.0% | -38.3% | -31.9% |
| YTD | -8.0% | +10.5% | -18.5% | -13.8% |
| 1Y | -0.7% | +15.5% | -16.2% | -8.8% |
| 3Y | +118.8% | +136.4% | -17.5% | +36.7% |
| 5Y | +98.9% | +213.6% | -114.7% | -2.3% |
| All | +98.9% | +211.9% | -113.1% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling