+45.0%
AAPL vs WBD
+122.7%
-77.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +3.8% | -0.7% | +4.6% | +3.9% |
| 30D | +9.9% | +1.4% | +8.5% | +9.8% |
| 3M | +12.5% | +4.4% | +8.1% | +12.3% |
| 6M | +27.6% | +0.8% | +26.8% | +27.8% |
| YTD | +22.6% | -2.7% | +25.3% | +23.1% |
| 1Y | +45.0% | +73.4% | -28.4% | +38.2% |
| All | +45.0% | +122.7% | -77.7% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling