+150.5%
GOOGL vs WDC
+1,362.1%
-1,211.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.2% | -0.4% |
| 7D | +1.1% | +6.0% | -4.9% | +0.1% |
| 30D | -4.4% | +9.9% | -14.4% | -6.2% |
| 3M | -6.8% | -9.4% | +2.6% | -7.4% |
| 6M | +13.6% | +94.7% | -81.2% | -4.1% |
| YTD | +8.3% | +177.4% | -169.0% | -16.9% |
| 1Y | +44.9% | +412.6% | -367.6% | -5.6% |
| 3Y | +150.5% | +1,359.8% | -1,209.3% | +20.2% |
| All | +150.5% | +1,362.1% | -1,211.7% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling