+138.3%
GOOGL vs QS
-75.8%
+214.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | -2.8% | -5.0% | +2.1% | -2.3% |
| 30D | -3.2% | -18.3% | +15.1% | -1.1% |
| 3M | -6.6% | -26.0% | +19.4% | -3.9% |
| 6M | +8.5% | -24.0% | +32.5% | +10.8% |
| YTD | +6.5% | -50.3% | +56.8% | +13.3% |
| 1Y | +39.4% | -38.0% | +77.4% | +42.1% |
| 3Y | +146.2% | -24.6% | +170.8% | +121.4% |
| 5Y | +138.3% | -75.4% | +213.8% | +127.8% |
| All | +138.3% | -75.8% | +214.2% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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