+1,207.8%
AAPL vs W
+162.6%
+1,045.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -3.0% | +5.9% | -8.9% | -3.8% |
| 30D | +2.3% | -3.0% | +5.3% | +2.7% |
| 3M | +8.6% | +40.3% | -31.7% | +1.5% |
| 6M | +21.6% | +32.2% | -10.7% | +13.7% |
| YTD | +16.3% | -0.3% | +16.6% | +13.1% |
| 1Y | +35.1% | +16.2% | +18.9% | +26.6% |
| 3Y | +79.4% | +40.7% | +38.7% | +51.2% |
| 5Y | +109.8% | -62.3% | +172.2% | +93.5% |
| All | +1,207.8% | +162.6% | +1,045.1% | +726.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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