+132.5%
GOOGL vs WU
-51.4%
+184.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -1.9% | -4.9% | +3.1% | -0.9% |
| 30D | -7.5% | -1.3% | -6.2% | -7.3% |
| 3M | -9.2% | -3.6% | -5.6% | -9.7% |
| 6M | +8.1% | -24.3% | +32.4% | +13.4% |
| YTD | +5.8% | -21.1% | +26.9% | +9.6% |
| 1Y | +38.3% | -10.3% | +48.7% | +37.9% |
| 3Y | +144.8% | -28.4% | +173.1% | +154.5% |
| 5Y | +132.5% | -51.2% | +183.8% | +163.3% |
| All | +132.5% | -51.4% | +184.0% | +163.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling