+92.9%
GOOGL vs PL
+20.8%
+72.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.4% | -9.6% | -0.2% |
| 7D | +1.8% | -6.8% | +8.6% | +2.3% |
| 30D | -18.8% | -29.3% | +10.5% | -16.2% |
| 3M | -20.3% | -44.8% | +24.4% | -16.1% |
| 6M | -28.4% | -68.4% | +40.0% | -21.4% |
| YTD | -8.8% | -36.4% | +27.5% | -8.4% |
| 1Y | +0.3% | +0.7% | -0.5% | -5.1% |
| 3Y | +120.7% | +455.3% | -334.6% | +54.1% |
| All | +92.9% | +20.8% | +72.1% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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