+13,507.3%
GOOGL vs WDC
+10,861.7%
+2,645.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.9% | -7.0% | -2.5% |
| 7D | -2.3% | +1.7% | -4.0% | -2.7% |
| 30D | -6.6% | -10.0% | +3.4% | -4.9% |
| 3M | -8.9% | -18.8% | +9.8% | -7.6% |
| 6M | +11.9% | +79.0% | -67.2% | -7.5% |
| YTD | +8.3% | +171.6% | -163.2% | -21.0% |
| 1Y | +46.2% | +417.4% | -371.2% | -10.6% |
| 3Y | +151.9% | +1,251.8% | -1,099.9% | +16.5% |
| 5Y | +137.7% | +911.7% | -774.0% | +15.0% |
| 10Y | +757.6% | +1,399.6% | -642.1% | +238.2% |
| All | +13,507.3% | +10,861.7% | +2,645.6% | +2,516.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling