+132.5%
GOOGL vs TE
-43.0%
+175.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.1% |
| 7D | -1.9% | +15.0% | -16.8% | -2.7% |
| 30D | -7.5% | -7.5% | +0.1% | -7.2% |
| 3M | -9.2% | -42.0% | +32.8% | -7.0% |
| 6M | +8.1% | -31.4% | +39.5% | +7.8% |
| YTD | +5.8% | -26.5% | +32.3% | +4.2% |
| 1Y | +38.3% | +153.1% | -114.8% | +21.6% |
| 3Y | +144.8% | -20.7% | +165.4% | +129.3% |
| 5Y | +132.5% | -45.4% | +178.0% | +114.6% |
| All | +132.5% | -43.0% | +175.6% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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