+3.6%
GOOG vs WDC
+114.4%
-110.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.8% | +10.0% | +3.9% |
| 7D | -10.7% | -18.3% | +7.6% | -9.1% |
| 30D | -16.4% | -26.7% | +10.2% | -14.2% |
| 3M | -23.4% | -40.9% | +17.5% | -19.9% |
| 6M | -24.2% | -26.8% | +2.5% | -24.4% |
| YTD | -8.3% | +88.2% | -96.4% | -21.3% |
| 1Y | +3.6% | +113.2% | -109.6% | -15.4% |
| All | +3.6% | +114.4% | -110.8% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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