+92.9%
QQQ vs GOOG
+146.5%
-53.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GOOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.3% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -1.2% | -2.0% | +0.7% | -0.5% |
| 3M | -0.2% | -5.9% | +5.7% | +1.7% |
| 6M | +17.9% | +8.9% | +9.0% | +12.1% |
| YTD | +16.6% | +7.1% | +9.5% | +11.5% |
| 1Y | +23.0% | +39.7% | -16.7% | +4.0% |
| 3Y | +92.9% | +145.8% | -52.9% | +24.0% |
| All | +92.9% | +146.5% | -53.5% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GOOG.
Daily Out/Under-Performance
Portfolio return minus GOOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GOOG 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 3y: compounded portfolio wealth divided by compounded GOOG 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…
3y analysis · Full analysis span regression · 6 months rolling