+38.3%
GOOGL vs MA
-2.1%
+40.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -1.9% | -3.5% | +1.7% | -1.5% |
| 30D | -7.5% | +0.8% | -8.2% | -7.4% |
| 3M | -9.2% | +14.8% | -24.0% | -10.2% |
| 6M | +8.1% | +10.0% | -1.9% | +6.4% |
| YTD | +5.8% | -0.1% | +5.9% | +4.4% |
| 1Y | +38.3% | -2.2% | +40.6% | +36.3% |
| All | +38.3% | -2.1% | +40.5% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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