+13,507.3%
GOOGL vs PH
+3,631.2%
+9,876.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -2.3% | -3.1% | +0.8% | -1.0% |
| 30D | -6.6% | -3.2% | -3.3% | -5.5% |
| 3M | -8.9% | +10.6% | -19.5% | -13.4% |
| 6M | +11.9% | -2.1% | +14.0% | +11.7% |
| YTD | +8.3% | +10.2% | -1.8% | +2.5% |
| 1Y | +46.2% | +28.2% | +18.0% | +28.9% |
| 3Y | +151.9% | +134.9% | +17.0% | +65.8% |
| 5Y | +137.7% | +253.6% | -115.9% | +28.4% |
| 10Y | +757.6% | +804.7% | -47.2% | +178.6% |
| All | +13,507.3% | +3,631.2% | +9,876.1% | +2,031.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling