+145.2%
GOOGL vs WY
-25.0%
+170.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.2% | +0.9% |
| 7D | -2.8% | -3.7% | +0.9% | -2.4% |
| 30D | -3.2% | -11.3% | +8.1% | -1.7% |
| 3M | -6.6% | -8.1% | +1.5% | -5.7% |
| 6M | +8.5% | -7.4% | +15.9% | +9.4% |
| YTD | +6.5% | -4.7% | +11.2% | +6.8% |
| 1Y | +39.4% | -9.2% | +48.6% | +40.9% |
| All | +145.2% | -25.0% | +170.3% | +150.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling