+14.8%
SPY vs GOOG
+4.0%
+10.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GOOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.6% | +1.0% |
| 7D | -0.7% | -10.7% | +10.0% | +1.4% |
| 30D | -1.0% | -16.4% | +15.4% | +2.6% |
| 3M | -0.3% | -23.4% | +23.1% | +5.3% |
| 6M | +7.3% | -24.2% | +31.6% | +13.5% |
| YTD | +13.3% | -8.3% | +21.6% | +12.2% |
| 1Y | +14.8% | +3.6% | +11.2% | +10.1% |
| All | +14.8% | +4.0% | +10.8% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling