-0.8%
MSFT vs GOOGL
+47.8%
-48.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GOOGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.9% |
| 7D | -2.7% | -2.3% | -0.3% | -2.4% |
| 30D | +2.7% | -6.6% | +9.3% | +3.7% |
| 3M | +17.0% | -9.0% | +26.0% | +18.2% |
| 6M | +23.8% | +11.8% | +12.0% | +21.1% |
| YTD | +4.0% | +8.3% | -4.3% | +1.7% |
| 1Y | -0.8% | +46.1% | -46.9% | -8.0% |
| All | -0.8% | +47.8% | -48.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GOOGL.
Daily Out/Under-Performance
Portfolio return minus GOOGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GOOGL 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 1y: compounded portfolio wealth divided by compounded GOOGL 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…
1y analysis · Full analysis span regression · 6 months rolling