+89.2%
AAPL vs W
+164.5%
-75.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | -0.1% |
| 7D | +5.0% | +1.1% | +3.9% | +4.8% |
| 30D | +3.5% | +6.4% | -2.9% | +2.5% |
| 3M | +13.1% | +9.0% | +4.1% | +11.4% |
| 6M | +19.0% | +69.8% | -50.8% | +8.4% |
| YTD | +28.5% | +12.1% | +16.5% | +23.3% |
| 1Y | +29.7% | 0.0% | +29.7% | +26.3% |
| 3Y | +89.2% | +160.3% | -71.1% | +46.1% |
| All | +89.2% | +164.5% | -75.3% | +46.1% |
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