+1,513.7%
AAPL vs W
+209.7%
+1,304.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.2% |
| 7D | +3.1% | -1.7% | +4.8% | +3.4% |
| 30D | +4.0% | +3.2% | +0.8% | +3.3% |
| 3M | +17.4% | +8.3% | +9.1% | +15.6% |
| 6M | +20.5% | +84.3% | -63.8% | +8.2% |
| YTD | +30.9% | +11.0% | +19.9% | +25.2% |
| 1Y | +30.1% | -0.2% | +30.3% | +26.1% |
| 3Y | +92.7% | +157.9% | -65.2% | +51.5% |
| 5Y | +142.2% | -56.8% | +199.0% | +118.5% |
| 10Y | +1,323.9% | +212.2% | +1,111.7% | +821.8% |
| All | +1,513.7% | +209.7% | +1,304.0% | +952.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling