+11,349.2%
GOOGL vs WM
+1,431.6%
+9,917.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.7% |
| 7D | +1.8% | +1.2% | +0.6% | +1.2% |
| 30D | -18.8% | +13.1% | -31.8% | -23.6% |
| 3M | -20.3% | +3.6% | -24.0% | -22.1% |
| 6M | -28.4% | +8.1% | -36.4% | -31.7% |
| YTD | -8.8% | +8.9% | -17.7% | -14.0% |
| 1Y | +0.3% | +20.3% | -20.1% | -10.0% |
| 3Y | +120.7% | +46.2% | +74.6% | +74.8% |
| 5Y | +93.1% | +59.9% | +33.2% | +43.5% |
| 10Y | +636.1% | +345.6% | +290.5% | +210.6% |
| All | +11,349.2% | +1,431.6% | +9,917.6% | +2,577.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling