+11,452.8%
GOOG vs WM
+1,433.8%
+10,018.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +2.9% | -0.5% | +3.3% | +3.1% |
| 30D | -17.8% | +13.3% | -31.1% | -22.8% |
| 3M | -19.0% | +4.4% | -23.4% | -21.1% |
| 6M | -27.9% | +10.8% | -38.7% | -32.1% |
| YTD | -8.7% | +9.1% | -17.7% | -13.9% |
| 1Y | +2.5% | +19.1% | -16.6% | -7.5% |
| 3Y | +119.2% | +45.7% | +73.6% | +74.1% |
| 5Y | +93.4% | +60.4% | +33.0% | +43.7% |
| 10Y | +635.3% | +328.7% | +306.6% | +217.7% |
| All | +11,452.8% | +1,433.8% | +10,018.9% | +2,607.7% |
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