+746.7%
GOOGL vs TER
+1,819.9%
-1,073.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.1% | -5.4% | -3.2% |
| 7D | -1.9% | +12.4% | -14.2% | -5.2% |
| 30D | -7.5% | +5.1% | -12.6% | -9.4% |
| 3M | -9.2% | +4.0% | -13.1% | -13.6% |
| 6M | +8.1% | +29.5% | -21.5% | -6.9% |
| YTD | +5.8% | +98.5% | -92.6% | -22.3% |
| 1Y | +38.3% | +234.1% | -195.7% | -16.5% |
| 3Y | +144.8% | +289.0% | -144.3% | +29.7% |
| 5Y | +132.5% | +228.2% | -95.6% | +25.4% |
| 10Y | +746.7% | +1,895.7% | -1,149.0% | +130.2% |
| All | +746.7% | +1,819.9% | -1,073.3% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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