+137.7%
GOOGL vs T
+66.9%
+70.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +1.1% | -1.5% | +2.6% | +1.1% |
| 30D | -4.4% | +7.6% | -12.0% | -4.6% |
| 3M | -6.8% | +15.3% | -22.1% | -7.1% |
| 6M | +13.6% | -8.5% | +22.0% | +14.3% |
| YTD | +8.3% | +6.8% | +1.5% | +7.8% |
| 1Y | +44.9% | -7.2% | +52.2% | +45.9% |
| 3Y | +150.5% | +108.2% | +42.2% | +119.8% |
| 5Y | +137.7% | +66.1% | +71.7% | +123.3% |
| All | +137.7% | +66.9% | +70.8% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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