+559.2%
GOOGL vs SPOT
+214.5%
+344.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -2.8% | -6.9% | +4.0% | -1.0% |
| 30D | -3.2% | +4.1% | -7.3% | -4.4% |
| 3M | -6.6% | +3.7% | -10.3% | -7.9% |
| 6M | +8.5% | -1.6% | +10.1% | +7.4% |
| YTD | +6.5% | -10.2% | +16.6% | +7.0% |
| 1Y | +39.4% | -25.9% | +65.3% | +47.6% |
| 3Y | +146.2% | +235.6% | -89.4% | +57.3% |
| 5Y | +138.3% | +110.6% | +27.8% | +59.4% |
| All | +559.2% | +214.5% | +344.7% | +230.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling