+740.7%
GOOGL vs WDC
+1,262.3%
-521.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.4% | +5.0% | +1.6% |
| 7D | -2.8% | +4.4% | -7.2% | -3.9% |
| 30D | -3.2% | +5.3% | -8.5% | -4.9% |
| 3M | -6.6% | -5.9% | -0.7% | -8.5% |
| 6M | +8.5% | +73.2% | -64.8% | -9.9% |
| YTD | +6.5% | +167.8% | -161.4% | -22.7% |
| 1Y | +39.4% | +386.0% | -346.6% | -14.8% |
| 3Y | +146.2% | +1,309.7% | -1,163.5% | +8.6% |
| 5Y | +138.3% | +957.1% | -818.8% | +10.0% |
| All | +740.7% | +1,262.3% | -521.6% | +254.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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