+79.9%
AAPL vs W
+44.2%
+35.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -2.7% | +6.5% | -9.2% | -3.6% |
| 30D | +1.0% | -6.2% | +7.2% | +1.8% |
| 3M | +5.0% | +48.9% | -43.9% | -1.9% |
| 6M | +23.0% | +31.2% | -8.2% | +16.4% |
| YTD | +16.6% | -0.4% | +17.1% | +14.1% |
| 1Y | +33.4% | +14.8% | +18.6% | +26.2% |
| 3Y | +79.9% | +40.5% | +39.4% | +43.4% |
| All | +79.9% | +44.2% | +35.7% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling