+149.6%
GOOGL vs MKSI
+190.8%
-41.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +1.4% |
| 7D | 0.0% | +2.7% | -2.7% | -0.5% |
| 30D | -1.4% | -12.8% | +11.4% | +1.1% |
| 3M | -5.3% | -22.5% | +17.2% | -2.0% |
| 6M | +9.8% | +19.4% | -9.6% | +2.0% |
| YTD | +8.4% | +67.7% | -59.4% | -7.8% |
| 1Y | +41.2% | +131.4% | -90.2% | +10.5% |
| 3Y | +149.6% | +197.3% | -47.8% | +79.4% |
| All | +149.6% | +190.8% | -41.3% | +79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling