+479.2%
GOOGL vs MDB
+906.0%
-426.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.5% |
| 7D | +2.6% | -1.0% | +3.6% | +2.7% |
| 30D | -18.3% | -14.0% | -4.3% | -16.4% |
| 3M | -19.6% | -20.3% | +0.8% | -17.5% |
| 6M | -28.2% | +10.9% | -39.1% | -31.3% |
| YTD | -8.0% | -20.9% | +12.9% | -8.1% |
| 1Y | -0.7% | -11.2% | +10.5% | -3.3% |
| 3Y | +118.8% | -11.9% | +130.7% | +99.0% |
| 5Y | +98.9% | -40.2% | +139.0% | +77.0% |
| All | +479.2% | +906.0% | -426.8% | +174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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