+146.8%
GOOG vs MSCI
+4.4%
+142.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +0.8% |
| 7D | +1.1% | -2.1% | +3.2% | +1.5% |
| 30D | -5.1% | -1.7% | -3.3% | -4.7% |
| 3M | -7.1% | -8.2% | +1.1% | -5.6% |
| 6M | +12.7% | -2.4% | +15.1% | +12.7% |
| YTD | +7.1% | -2.8% | +9.9% | +7.0% |
| 1Y | +43.6% | -2.7% | +46.3% | +43.0% |
| 3Y | +146.8% | +7.3% | +139.5% | +133.2% |
| All | +146.8% | +4.4% | +142.3% | +133.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling