+746.7%
GOOGL vs MSI
+593.5%
+153.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | -1.9% | -4.0% | +2.1% | -0.1% |
| 30D | -7.5% | -0.5% | -7.0% | -7.4% |
| 3M | -9.2% | +11.4% | -20.6% | -13.9% |
| 6M | +8.1% | +1.0% | +7.1% | +6.5% |
| YTD | +5.8% | +20.7% | -14.8% | -4.5% |
| 1Y | +38.3% | -2.7% | +41.0% | +37.8% |
| 3Y | +144.8% | +68.2% | +76.6% | +80.6% |
| 5Y | +132.5% | +100.0% | +32.6% | +55.0% |
| 10Y | +746.7% | +596.9% | +149.8% | +247.1% |
| All | +746.7% | +593.5% | +153.2% | +247.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling