+150.5%
GOOGL vs TECH
-0.6%
+151.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | -4.4% | +0.1% | -4.6% | -4.5% |
| 3M | -6.8% | +37.5% | -44.3% | -11.6% |
| 6M | +13.6% | +34.6% | -21.0% | +7.3% |
| YTD | +8.3% | +23.5% | -15.2% | +3.4% |
| 1Y | +44.9% | +34.4% | +10.6% | +35.7% |
| 3Y | +150.5% | +2.3% | +148.2% | +146.5% |
| All | +150.5% | -0.6% | +151.0% | +146.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling