+740.7%
GOOGL vs WWD
+490.2%
+250.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.0% | +1.0% |
| 7D | -2.8% | -2.9% | 0.0% | -2.1% |
| 30D | -3.2% | -6.6% | +3.4% | -1.5% |
| 3M | -6.6% | -9.3% | +2.7% | -4.7% |
| 6M | +8.5% | -13.6% | +22.1% | +11.8% |
| YTD | +6.5% | +10.4% | -3.9% | +2.0% |
| 1Y | +39.4% | +39.9% | -0.5% | +24.4% |
| 3Y | +146.2% | +165.0% | -18.8% | +78.7% |
| 5Y | +138.3% | +183.8% | -45.5% | +66.1% |
| All | +740.7% | +490.2% | +250.4% | +377.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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