+137.7%
GOOGL vs RSP
+51.6%
+86.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +1.0% |
| 7D | +1.1% | -0.4% | +1.5% | +1.5% |
| 30D | -4.4% | -1.5% | -2.9% | -2.9% |
| 3M | -6.8% | +4.8% | -11.6% | -11.2% |
| 6M | +13.6% | +10.3% | +3.3% | +3.0% |
| YTD | +8.3% | +14.1% | -5.8% | -5.3% |
| 1Y | +44.9% | +17.0% | +27.9% | +23.3% |
| 3Y | +150.5% | +54.2% | +96.3% | +55.2% |
| 5Y | +137.7% | +51.5% | +86.2% | +51.7% |
| All | +137.7% | +51.6% | +86.1% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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