+92.9%
GOOGL vs TER
+53.6%
+39.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.2% |
| 7D | +1.8% | -20.5% | +22.2% | +6.8% |
| 30D | -18.8% | -47.0% | +28.3% | -6.5% |
| 3M | -20.3% | -43.3% | +22.9% | -10.9% |
| 6M | -28.4% | -42.9% | +14.5% | -22.8% |
| YTD | -8.8% | +12.9% | -21.7% | -22.7% |
| 1Y | +0.3% | +18.2% | -17.9% | -16.5% |
| 3Y | +120.7% | +151.8% | -31.1% | +27.1% |
| All | +92.9% | +53.6% | +39.3% | +21.4% |
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