+102.8%
GOOGL vs WM
+63.0%
+39.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.6% |
| 7D | +5.7% | +1.2% | +4.5% | +5.6% |
| 30D | -15.6% | +15.2% | -30.8% | -17.0% |
| 3M | -13.0% | +8.3% | -21.3% | -13.8% |
| 6M | -22.8% | +13.1% | -35.9% | -24.1% |
| YTD | -4.4% | +12.5% | -16.9% | -6.3% |
| 1Y | +4.5% | +21.8% | -17.3% | +0.8% |
| 3Y | +127.4% | +48.8% | +78.6% | +102.5% |
| 5Y | +102.8% | +62.1% | +40.7% | +73.2% |
| All | +102.8% | +63.0% | +39.8% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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