+755.6%
GOOGL vs TECH
+189.9%
+565.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | -1.4% | 0.0% | -1.4% | -1.4% |
| 3M | -5.3% | +33.7% | -39.0% | -14.5% |
| 6M | +9.8% | +34.9% | -25.1% | -2.8% |
| YTD | +8.4% | +23.2% | -14.8% | -1.8% |
| 1Y | +41.2% | +36.3% | +4.9% | +22.3% |
| 3Y | +149.6% | +2.3% | +147.3% | +126.7% |
| 5Y | +142.6% | -42.9% | +185.5% | +176.4% |
| All | +755.6% | +189.9% | +565.6% | +370.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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