+1,278.0%
AAPL vs WBD
+15.0%
+1,263.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +3.8% | -0.7% | +4.6% | +4.0% |
| 30D | +9.9% | +1.4% | +8.5% | +9.7% |
| 3M | +12.5% | +4.4% | +8.1% | +11.5% |
| 6M | +27.6% | +0.8% | +26.8% | +27.3% |
| YTD | +22.6% | -2.7% | +25.3% | +23.0% |
| 1Y | +45.0% | +73.4% | -28.4% | +30.4% |
| 3Y | +87.8% | +142.1% | -54.4% | +51.4% |
| 5Y | +128.7% | +7.2% | +121.4% | +102.8% |
| All | +1,278.0% | +15.0% | +1,263.0% | +1,025.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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