+195.8%
GOOGL vs PL
+84.9%
+110.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.1% | -1.0% |
| 7D | -2.3% | -9.3% | +7.0% | -1.4% |
| 30D | -6.6% | -18.9% | +12.4% | -4.8% |
| 3M | -8.9% | -58.4% | +49.4% | -2.0% |
| 6M | +11.9% | -30.3% | +42.2% | +12.9% |
| YTD | +8.3% | -8.1% | +16.5% | +5.4% |
| 1Y | +46.2% | +180.5% | -134.3% | +22.3% |
| 3Y | +151.9% | +444.1% | -292.3% | +80.1% |
| 5Y | +137.7% | +83.0% | +54.7% | +77.5% |
| All | +195.8% | +84.9% | +110.9% | +121.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling