+27,540.6%
AAPL vs WBD
+291.3%
+27,249.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -2.7% | -0.7% | -2.0% | -2.6% |
| 30D | +1.0% | +5.0% | -4.0% | -0.2% |
| 3M | +5.0% | +6.2% | -1.3% | +3.3% |
| 6M | +23.0% | +0.6% | +22.4% | +22.6% |
| YTD | +16.6% | -2.4% | +19.1% | +17.0% |
| 1Y | +33.4% | +127.7% | -94.3% | +7.1% |
| 3Y | +79.9% | +148.4% | -68.5% | +33.1% |
| 5Y | +109.0% | +4.2% | +104.8% | +81.0% |
| 10Y | +1,210.4% | +10.8% | +1,199.6% | +862.7% |
| All | +27,540.6% | +291.3% | +27,249.3% | +11,322.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling