+103.2%
GOOGL vs MP
-8.8%
+112.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | +1.6% | +2.3% | -0.7% | +1.2% |
| 30D | -16.8% | -15.3% | -1.5% | -15.3% |
| 3M | -14.6% | -33.5% | +18.9% | -10.7% |
| 6M | -24.4% | -45.5% | +21.1% | -19.7% |
| YTD | -6.1% | -27.3% | +21.2% | -4.9% |
| 1Y | +1.0% | -40.7% | +41.7% | +4.6% |
| 3Y | +123.4% | +145.9% | -22.4% | +65.1% |
| 5Y | +103.2% | -13.9% | +117.1% | +86.1% |
| All | +103.2% | -8.8% | +112.1% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 5y: compounded portfolio wealth divided by compounded MP 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…
5y analysis · Full analysis span regression · 6 months rolling