+11,908.8%
GOOGL vs WM
+1,482.5%
+10,426.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.1% |
| 7D | +5.7% | +1.2% | +4.5% | +5.1% |
| 30D | -15.6% | +15.2% | -30.8% | -21.3% |
| 3M | -13.0% | +8.3% | -21.3% | -16.6% |
| 6M | -22.8% | +13.1% | -35.9% | -27.9% |
| YTD | -4.4% | +12.5% | -16.9% | -11.1% |
| 1Y | +4.5% | +21.8% | -17.3% | -6.7% |
| 3Y | +127.4% | +48.8% | +78.6% | +78.9% |
| 5Y | +102.8% | +62.1% | +40.7% | +50.0% |
| 10Y | +681.5% | +331.5% | +349.9% | +236.4% |
| All | +11,908.8% | +1,482.5% | +10,426.3% | +2,667.6% |
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