+137.7%
GOOGL vs SPOT
+108.1%
+29.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.6% |
| 7D | +1.1% | -2.9% | +3.9% | +1.8% |
| 30D | -4.4% | +8.3% | -12.7% | -6.6% |
| 3M | -6.8% | +5.1% | -11.9% | -8.5% |
| 6M | +13.6% | -6.5% | +20.0% | +14.1% |
| YTD | +8.3% | -9.0% | +17.3% | +8.8% |
| 1Y | +44.9% | -26.4% | +71.4% | +54.8% |
| 3Y | +150.5% | +240.0% | -89.6% | +49.0% |
| 5Y | +137.7% | +111.7% | +26.0% | +35.6% |
| All | +137.7% | +108.1% | +29.6% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling