+11,908.8%
GOOGL vs WAT
+995.3%
+10,913.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.4% |
| 7D | +5.7% | +2.0% | +3.7% | +4.9% |
| 30D | -15.6% | +7.7% | -23.3% | -17.9% |
| 3M | -13.0% | +11.1% | -24.1% | -16.4% |
| 6M | -22.8% | +31.2% | -54.0% | -30.5% |
| YTD | -4.4% | +21.7% | -26.1% | -12.7% |
| 1Y | +4.5% | +19.3% | -14.9% | -4.0% |
| 3Y | +127.4% | +80.6% | +46.8% | +69.8% |
| 5Y | +102.8% | +29.5% | +73.3% | +69.5% |
| 10Y | +681.5% | +225.3% | +456.2% | +347.5% |
| All | +11,908.8% | +995.3% | +10,913.5% | +4,296.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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