+3,286.1%
GOOG vs WU
-21.6%
+3,307.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.9% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | -5.1% | -1.1% | -3.9% | -4.8% |
| 3M | -7.1% | -1.8% | -5.3% | -8.3% |
| 6M | +12.7% | -23.9% | +36.6% | +21.0% |
| YTD | +7.1% | -20.4% | +27.5% | +12.8% |
| 1Y | +43.6% | -10.6% | +54.2% | +44.1% |
| 3Y | +146.8% | -27.7% | +174.5% | +160.6% |
| 5Y | +133.7% | -51.1% | +184.8% | +178.8% |
| 10Y | +773.3% | -40.7% | +814.1% | +831.5% |
| All | +3,286.1% | -21.6% | +3,307.7% | +2,730.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling