+145.8%
GOOG vs WBD
+145.7%
+0.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | 0.0% | -0.7% | +0.8% | +0.1% |
| 30D | -2.0% | +1.4% | -3.4% | -2.1% |
| 3M | -5.9% | +4.4% | -10.3% | -6.4% |
| 6M | +8.9% | +0.8% | +8.1% | +8.7% |
| YTD | +7.1% | -2.7% | +9.8% | +7.3% |
| 1Y | +39.7% | +73.4% | -33.7% | +30.1% |
| 3Y | +145.8% | +142.1% | +3.7% | +102.3% |
| All | +145.8% | +145.7% | +0.1% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 3y: compounded portfolio wealth divided by compounded WBD 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…
3y analysis · Full analysis span regression · 6 months rolling