+136.8%
GOOGL vs TER
+197.9%
-61.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.5% | -6.6% | -2.4% |
| 7D | -2.3% | +0.6% | -2.9% | -2.5% |
| 30D | -6.6% | -8.3% | +1.7% | -5.1% |
| 3M | -8.9% | -12.2% | +3.3% | -9.1% |
| 6M | +11.9% | +17.1% | -5.2% | +0.3% |
| YTD | +8.3% | +84.7% | -76.3% | -16.8% |
| 1Y | +46.2% | +199.9% | -153.7% | -5.7% |
| 3Y | +151.9% | +232.8% | -80.9% | +44.4% |
| All | +136.8% | +197.9% | -61.1% | +29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling