+109.0%
AAPL vs W
-63.0%
+172.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -2.7% | +6.5% | -9.2% | -3.7% |
| 30D | +1.0% | -6.2% | +7.2% | +1.9% |
| 3M | +5.0% | +48.9% | -43.9% | -2.5% |
| 6M | +23.0% | +31.2% | -8.2% | +15.7% |
| YTD | +16.6% | -0.4% | +17.1% | +13.6% |
| 1Y | +33.4% | +14.8% | +18.6% | +25.7% |
| 3Y | +79.9% | +40.5% | +39.4% | +51.6% |
| 5Y | +109.0% | -62.1% | +171.1% | +83.7% |
| All | +109.0% | -63.0% | +172.0% | +83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling