+700.7%
GOOGL vs TER
+1,060.7%
-360.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | +5.7% | +24.0% | -18.3% | -0.6% |
| 30D | -15.6% | -30.6% | +15.1% | -7.5% |
| 3M | -13.0% | -34.5% | +21.5% | -4.5% |
| 6M | -22.8% | -26.4% | +3.6% | -21.5% |
| YTD | -4.4% | +36.4% | -40.8% | -23.6% |
| 1Y | +4.5% | +47.4% | -43.0% | -18.9% |
| 3Y | +127.4% | +202.6% | -75.1% | +25.1% |
| 5Y | +102.8% | +83.9% | +18.9% | +28.7% |
| All | +700.7% | +1,060.7% | -360.0% | +160.9% |
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