+92.9%
GOOGL vs MP
-5.6%
+98.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.2% | +0.2% |
| 7D | +1.8% | -10.5% | +12.3% | +3.1% |
| 30D | -18.8% | -23.5% | +4.8% | -16.3% |
| 3M | -20.3% | -25.4% | +5.1% | -17.9% |
| 6M | -28.4% | -51.3% | +22.9% | -22.8% |
| YTD | -8.8% | -29.9% | +21.1% | -7.3% |
| 1Y | +0.3% | -31.8% | +32.1% | +1.9% |
| 3Y | +120.7% | +127.0% | -6.3% | +65.8% |
| All | +92.9% | -5.6% | +98.5% | +76.2% |
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