+33.9%
AAPL vs WDC
+441.9%
-408.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.9% | -8.4% | -2.4% |
| 7D | +0.1% | +1.7% | -1.7% | +0.1% |
| 30D | +3.0% | -10.0% | +12.9% | +2.9% |
| 3M | +2.9% | -18.8% | +21.6% | +2.3% |
| 6M | +22.1% | +79.0% | -56.9% | +17.9% |
| YTD | +18.0% | +171.6% | -153.5% | +12.8% |
| 1Y | +33.9% | +417.4% | -383.4% | +22.9% |
| All | +33.9% | +441.9% | -408.0% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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