+1,367.3%
AAPL vs W
+212.4%
+1,155.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +4.1% | +0.2% | +4.0% | +4.1% |
| 30D | +4.0% | +6.8% | -2.9% | +2.7% |
| 3M | +16.8% | +10.7% | +6.1% | +14.4% |
| 6M | +19.4% | +86.3% | -66.9% | +5.9% |
| YTD | +31.5% | +11.5% | +20.0% | +25.2% |
| 1Y | +31.0% | +5.1% | +25.9% | +25.5% |
| 3Y | +95.3% | +171.0% | -75.7% | +48.4% |
| 5Y | +143.4% | -56.6% | +200.0% | +119.2% |
| All | +1,367.3% | +212.4% | +1,155.0% | +796.9% |
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