+755.6%
GOOGL vs WBD
+15.0%
+740.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +1.9% |
| 7D | 0.0% | -0.7% | +0.8% | +0.1% |
| 30D | -1.4% | +1.4% | -2.8% | -1.6% |
| 3M | -5.3% | +4.4% | -9.7% | -6.0% |
| 6M | +9.8% | +0.8% | +9.0% | +9.6% |
| YTD | +8.4% | -2.7% | +11.1% | +8.7% |
| 1Y | +41.2% | +73.4% | -32.2% | +28.4% |
| 3Y | +149.6% | +142.1% | +7.4% | +104.6% |
| 5Y | +142.6% | +7.2% | +135.3% | +118.5% |
| All | +755.6% | +15.0% | +740.6% | +598.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling