+13,444.1%
GOOG vs WM
+1,313.4%
+12,130.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | -2.1% | -0.3% | -1.8% | -2.0% |
| 30D | -6.8% | -2.4% | -4.5% | -5.8% |
| 3M | -9.1% | +0.4% | -9.5% | -9.8% |
| 6M | +10.7% | -9.5% | +20.2% | +14.9% |
| YTD | +7.1% | +0.5% | +6.6% | +5.4% |
| 1Y | +44.6% | -1.1% | +45.7% | +42.7% |
| 3Y | +147.4% | +46.0% | +101.4% | +95.4% |
| 5Y | +133.8% | +51.8% | +82.0% | +78.5% |
| 10Y | +777.5% | +307.5% | +470.0% | +289.1% |
| All | +13,444.1% | +1,313.4% | +12,130.8% | +3,214.7% |
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