+103.2%
GOOGL vs WWD
+191.3%
-88.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +1.8% |
| 7D | +1.6% | +3.7% | -2.2% | +0.5% |
| 30D | -16.8% | +1.8% | -18.6% | -17.4% |
| 3M | -14.6% | -5.0% | -9.6% | -13.7% |
| 6M | -24.4% | -8.4% | -16.0% | -23.4% |
| YTD | -6.1% | +12.3% | -18.3% | -11.3% |
| 1Y | +1.0% | +26.2% | -25.3% | -8.5% |
| 3Y | +123.4% | +154.6% | -31.2% | +53.2% |
| 5Y | +103.2% | +195.3% | -92.0% | +26.2% |
| All | +103.2% | +191.3% | -88.1% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling