+121,410.6%
AAPL vs GWW
+14,103.4%
+107,307.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.1% |
| 7D | -2.7% | -1.5% | -1.2% | -2.2% |
| 30D | +1.0% | +1.1% | -0.1% | +0.5% |
| 3M | +5.0% | -1.0% | +5.9% | +4.8% |
| 6M | +23.0% | +16.3% | +6.7% | +15.1% |
| YTD | +16.6% | +28.5% | -11.9% | +4.7% |
| 1Y | +33.4% | +30.3% | +3.2% | +18.8% |
| 3Y | +79.9% | +91.6% | -11.7% | +36.0% |
| 5Y | +109.0% | +224.0% | -114.9% | +27.5% |
| 10Y | +1,210.4% | +551.3% | +659.1% | +479.2% |
| All | +121,410.6% | +14,103.4% | +107,307.2% | +15,779.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 all: compounded portfolio wealth divided by compounded GWW 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…
all analysis · Full analysis span regression · 6 months rolling