+692.8%
GOOGL vs WU
-38.9%
+731.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.3% | -1.3% |
| 7D | +3.9% | -2.0% | +5.9% | +4.4% |
| 30D | -14.9% | +11.4% | -26.3% | -17.7% |
| 3M | -14.6% | -6.8% | -7.7% | -13.3% |
| 6M | -26.4% | -14.6% | -11.8% | -24.5% |
| YTD | -5.3% | -20.6% | +15.3% | -1.2% |
| 1Y | +6.5% | -15.4% | +21.8% | +8.6% |
| 3Y | +126.0% | -23.6% | +149.7% | +132.0% |
| 5Y | +100.8% | -43.4% | +144.2% | +126.2% |
| All | +692.8% | -38.9% | +731.7% | +701.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling