+138.3%
GOOGL vs TRI
-11.1%
+149.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.9% |
| 7D | -2.8% | -14.4% | +11.5% | +1.1% |
| 30D | -3.2% | -8.1% | +4.9% | -1.3% |
| 3M | -6.6% | +17.5% | -24.2% | -11.5% |
| 6M | +8.5% | -5.0% | +13.4% | +8.9% |
| YTD | +6.5% | -24.7% | +31.2% | +17.4% |
| 1Y | +39.4% | -41.5% | +80.9% | +73.3% |
| 3Y | +146.2% | -20.3% | +166.5% | +129.7% |
| 5Y | +138.3% | -10.9% | +149.3% | +91.7% |
| All | +138.3% | -11.1% | +149.5% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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