+150.5%
GOOGL vs WWD
+164.2%
-13.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.4% |
| 7D | +1.1% | +0.8% | +0.3% | +0.9% |
| 30D | -4.4% | -6.4% | +2.0% | -3.2% |
| 3M | -6.8% | -5.6% | -1.2% | -6.3% |
| 6M | +13.6% | -9.1% | +22.7% | +14.9% |
| YTD | +8.3% | +12.5% | -4.2% | +4.2% |
| 1Y | +44.9% | +41.3% | +3.6% | +31.6% |
| 3Y | +150.5% | +170.2% | -19.8% | +88.7% |
| All | +150.5% | +164.2% | -13.7% | +88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling