+136.8%
GOOGL vs MSCI
-6.7%
+143.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -2.3% | +0.4% | -2.7% | -2.4% |
| 30D | -6.6% | +0.6% | -7.1% | -6.8% |
| 3M | -8.9% | -7.1% | -1.9% | -6.7% |
| 6M | +11.9% | +0.8% | +11.0% | +10.3% |
| YTD | +8.3% | +1.0% | +7.4% | +6.2% |
| 1Y | +46.2% | +4.3% | +41.9% | +40.1% |
| 3Y | +151.9% | +9.9% | +141.9% | +126.6% |
| All | +136.8% | -6.7% | +143.5% | +115.9% |
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