+6.5%
GOOGL vs SPOT
-5.9%
+12.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.3% | -1.0% |
| 7D | +3.9% | +1.6% | +2.3% | +3.9% |
| 30D | -14.9% | +16.9% | -31.8% | -14.9% |
| 3M | -14.6% | +23.0% | -37.5% | -14.7% |
| 6M | -26.4% | +42.2% | -68.6% | -26.8% |
| YTD | -5.3% | +5.5% | -10.8% | -0.6% |
| 1Y | +6.5% | -5.1% | +11.5% | +13.3% |
| All | +6.5% | -5.9% | +12.3% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling