+3,301.1%
GOOGL vs WU
-19.6%
+3,320.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | -2.3% | -0.8% | -1.5% | -2.0% |
| 30D | -6.6% | -1.1% | -5.5% | -6.3% |
| 3M | -8.9% | -3.9% | -5.1% | -9.4% |
| 6M | +11.9% | -20.7% | +32.5% | +18.5% |
| YTD | +8.3% | -18.4% | +26.7% | +13.2% |
| 1Y | +46.2% | -8.1% | +54.3% | +45.4% |
| 3Y | +151.9% | -24.2% | +176.0% | +161.5% |
| 5Y | +137.7% | -50.4% | +188.2% | +182.3% |
| 10Y | +757.6% | -40.0% | +797.6% | +811.8% |
| All | +3,301.1% | -19.6% | +3,320.7% | +2,718.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling