+1,124.4%
GOOGL vs TRU
+228.6%
+895.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +1.0% |
| 7D | +1.1% | -7.2% | +8.3% | +3.7% |
| 30D | -4.4% | -2.8% | -1.6% | -3.7% |
| 3M | -6.8% | +13.0% | -19.8% | -11.5% |
| 6M | +13.6% | +0.7% | +12.9% | +11.8% |
| YTD | +8.3% | -9.0% | +17.3% | +9.5% |
| 1Y | +44.9% | -16.3% | +61.3% | +50.0% |
| 3Y | +150.5% | -1.1% | +151.5% | +127.6% |
| 5Y | +137.7% | -36.0% | +173.7% | +154.3% |
| 10Y | +750.9% | +139.9% | +611.0% | +453.5% |
| All | +1,124.4% | +228.6% | +895.9% | +647.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 all: compounded portfolio wealth divided by compounded TRU 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…
all analysis · Full analysis span regression · 6 months rolling