+102.8%
GOOGL vs TECH
-41.4%
+144.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +5.7% | +0.2% | +5.5% | +5.6% |
| 30D | -15.6% | +0.5% | -16.1% | -15.7% |
| 3M | -13.0% | +1.0% | -14.0% | -13.2% |
| 6M | -22.8% | +54.1% | -76.9% | -31.9% |
| YTD | -4.4% | +24.4% | -28.8% | -12.0% |
| 1Y | +4.5% | +19.3% | -14.9% | -2.6% |
| 3Y | +127.4% | +28.5% | +98.9% | +89.9% |
| 5Y | +102.8% | -41.0% | +143.8% | +132.8% |
| All | +102.8% | -41.4% | +144.2% | +132.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling