+13,449.8%
GOOG vs MKSI
+2,208.2%
+11,241.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +0.9% |
| 7D | 0.0% | +2.7% | -2.6% | -0.8% |
| 30D | -2.0% | -12.8% | +10.8% | +1.8% |
| 3M | -5.9% | -22.5% | +16.7% | -1.1% |
| 6M | +8.9% | +19.4% | -10.5% | -1.1% |
| YTD | +7.1% | +67.7% | -60.6% | -13.7% |
| 1Y | +39.7% | +131.4% | -91.7% | +0.4% |
| 3Y | +145.8% | +197.3% | -51.5% | +50.3% |
| 5Y | +138.6% | +87.0% | +51.6% | +64.1% |
| 10Y | +791.5% | +522.1% | +269.4% | +280.7% |
| All | +13,449.8% | +2,208.2% | +11,241.6% | +3,408.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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