+143.8%
GOOGL vs WU
-28.6%
+172.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -1.9% | -4.9% | +3.1% | -1.4% |
| 30D | -7.5% | -1.3% | -6.2% | -7.4% |
| 3M | -9.2% | -3.6% | -5.6% | -9.8% |
| 6M | +8.1% | -24.3% | +32.4% | +11.0% |
| YTD | +5.8% | -21.1% | +26.9% | +7.9% |
| 1Y | +38.3% | -10.3% | +48.7% | +37.4% |
| All | +143.8% | -28.6% | +172.4% | +154.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling