+755.6%
GOOGL vs WY
+7.6%
+748.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | 0.0% | -4.2% | +4.2% | +1.4% |
| 30D | -1.4% | -10.1% | +8.7% | +2.1% |
| 3M | -5.3% | -8.5% | +3.2% | -2.8% |
| 6M | +9.8% | -3.3% | +13.1% | +10.4% |
| YTD | +8.4% | -4.4% | +12.8% | +8.9% |
| 1Y | +41.2% | -11.5% | +52.7% | +45.2% |
| 3Y | +149.6% | -24.3% | +173.9% | +164.9% |
| 5Y | +142.6% | -21.3% | +163.9% | +152.7% |
| All | +755.6% | +7.6% | +748.0% | +665.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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