+135.0%
GOOG vs WU
-51.6%
+186.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -2.5% | -5.0% | +2.5% | -1.6% |
| 30D | -3.6% | -2.3% | -1.3% | -3.3% |
| 3M | -6.4% | -3.2% | -3.2% | -7.2% |
| 6M | +7.8% | -25.0% | +32.8% | +13.3% |
| YTD | +5.5% | -21.7% | +27.1% | +9.5% |
| 1Y | +38.3% | -9.0% | +47.2% | +37.2% |
| 3Y | +143.1% | -28.9% | +172.0% | +153.2% |
| 5Y | +135.0% | -51.0% | +186.0% | +165.0% |
| All | +135.0% | -51.6% | +186.6% | +165.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling