+3.3%
MSFT vs GOOGL
+2.2%
+1.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GOOGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.6% |
| 7D | -6.2% | +1.6% | -7.8% | -6.5% |
| 30D | -3.7% | -16.8% | +13.1% | -1.0% |
| 3M | +3.6% | -14.6% | +18.2% | +6.0% |
| 6M | +26.8% | -24.4% | +51.2% | +30.7% |
| YTD | +8.4% | -6.1% | +14.5% | +7.9% |
| 1Y | +3.3% | +1.0% | +2.3% | +3.2% |
| All | +3.3% | +2.2% | +1.0% | +3.2% |
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