+772.7%
GOOG vs MSCI
+615.8%
+157.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.3% |
| 7D | -1.6% | -1.1% | -0.5% | -1.1% |
| 30D | -7.7% | -1.2% | -6.5% | -7.3% |
| 3M | -9.3% | -8.4% | -0.9% | -6.3% |
| 6M | +7.4% | -1.0% | +8.5% | +6.6% |
| YTD | +4.9% | -2.3% | +7.1% | +4.0% |
| 1Y | +37.2% | -1.2% | +38.4% | +34.3% |
| 3Y | +141.6% | +7.9% | +133.7% | +118.6% |
| 5Y | +128.8% | -10.1% | +138.8% | +119.4% |
| 10Y | +772.7% | +631.0% | +141.8% | +219.6% |
| All | +772.7% | +615.8% | +157.0% | +219.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling