+11,639.4%
GOOG vs WM
+1,457.7%
+10,181.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.5% |
| 7D | +1.2% | +0.8% | +0.4% | +0.8% |
| 30D | -16.7% | +13.8% | -30.5% | -21.9% |
| 3M | -15.2% | +6.4% | -21.6% | -18.1% |
| 6M | -24.8% | +13.2% | -38.0% | -29.8% |
| YTD | -7.2% | +10.8% | -18.0% | -13.1% |
| 1Y | -0.1% | +20.2% | -20.3% | -10.2% |
| 3Y | +118.8% | +46.5% | +72.4% | +73.5% |
| 5Y | +99.9% | +61.3% | +38.7% | +48.3% |
| 10Y | +678.2% | +324.8% | +353.4% | +238.4% |
| All | +11,639.4% | +1,457.7% | +10,181.7% | +2,632.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 all: compounded portfolio wealth divided by compounded WM 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…
all analysis · Full analysis span regression · 6 months rolling