+101.1%
GOOGL vs WDC
+550.5%
-449.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | 0.0% |
| 7D | +3.9% | +12.1% | -8.2% | +1.4% |
| 30D | -14.9% | -18.8% | +3.9% | -12.1% |
| 3M | -14.6% | -39.3% | +24.8% | -7.1% |
| 6M | -26.4% | -40.1% | +13.7% | -22.6% |
| YTD | -5.3% | +71.8% | -77.1% | -26.9% |
| 1Y | +6.5% | +88.5% | -82.0% | -20.5% |
| 3Y | +126.0% | +770.0% | -643.9% | -2.0% |
| All | +101.1% | +550.5% | -449.4% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling