+92.9%
GOOGL vs MSCI
+3.6%
+89.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.7% |
| 7D | +1.8% | +2.8% | -1.1% | +0.6% |
| 30D | -18.8% | +15.4% | -34.2% | -23.5% |
| 3M | -20.3% | +13.4% | -33.8% | -24.6% |
| 6M | -28.4% | +10.9% | -39.3% | -32.1% |
| YTD | -8.8% | +13.0% | -21.8% | -14.9% |
| 1Y | +0.3% | +12.0% | -11.8% | -6.2% |
| 3Y | +120.7% | +34.1% | +86.6% | +79.6% |
| All | +92.9% | +3.6% | +89.3% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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