+109.8%
AAPL vs WDC
+1,011.2%
-901.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.4% |
| 7D | -3.0% | +7.5% | -10.4% | -4.1% |
| 30D | +2.3% | +10.1% | -7.8% | +0.4% |
| 3M | +8.6% | -6.8% | +15.4% | +6.2% |
| 6M | +21.6% | +84.1% | -62.6% | +1.5% |
| YTD | +16.3% | +180.3% | -163.9% | -14.2% |
| 1Y | +35.1% | +411.1% | -376.0% | -17.6% |
| 3Y | +79.4% | +1,375.0% | -1,295.6% | -25.9% |
| 5Y | +109.8% | +991.6% | -881.7% | -7.1% |
| All | +109.8% | +1,011.2% | -901.4% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling