+17.5%
SPY vs GOOGL
+39.6%
-22.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GOOGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -2.0% | -2.8% | +0.8% | -1.4% |
| 30D | -1.7% | -3.2% | +1.5% | -1.0% |
| 3M | +4.7% | -6.6% | +11.3% | +6.1% |
| 6M | +12.5% | +8.5% | +4.0% | +8.4% |
| YTD | +11.7% | +6.5% | +5.3% | +8.0% |
| 1Y | +17.5% | +39.4% | -21.9% | +5.7% |
| All | +17.5% | +39.6% | -22.1% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GOOGL.
Daily Out/Under-Performance
Portfolio return minus GOOGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GOOGL 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 GOOGL 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