+124.8%
AAPL vs WBD
+5.3%
+119.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.5% | +3.4% |
| 7D | -0.5% | -0.6% | +0.1% | -0.4% |
| 30D | +7.1% | +4.2% | +2.9% | +6.3% |
| 3M | +12.1% | +7.5% | +4.6% | +10.5% |
| 6M | +25.4% | +1.6% | +23.8% | +24.9% |
| YTD | +20.5% | -2.2% | +22.6% | +20.7% |
| 1Y | +44.5% | +124.9% | -80.4% | +22.5% |
| 3Y | +85.8% | +149.1% | -63.4% | +47.4% |
| 5Y | +124.8% | +7.8% | +116.9% | +98.5% |
| All | +124.8% | +5.3% | +119.5% | +98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling