+6.5%
GOOGL vs WDC
+82.3%
-75.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.5% |
| 7D | +3.9% | +12.1% | -8.2% | +2.8% |
| 30D | -14.9% | -18.8% | +3.9% | -13.6% |
| 3M | -14.6% | -39.3% | +24.8% | -11.4% |
| 6M | -26.4% | -40.1% | +13.7% | -24.9% |
| YTD | -5.3% | +71.8% | -77.1% | -16.1% |
| 1Y | +6.5% | +88.5% | -82.0% | -7.8% |
| All | +6.5% | +82.3% | -75.9% | -7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling