+136,904.2%
AAPL vs WDC
+11,592.3%
+125,311.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +1.3% |
| 7D | +4.1% | +12.1% | -7.9% | +1.9% |
| 30D | +4.0% | -18.8% | +22.8% | +6.9% |
| 3M | +16.8% | -39.3% | +56.1% | +25.6% |
| 6M | +19.4% | -40.1% | +59.5% | +24.8% |
| YTD | +31.5% | +71.8% | -40.3% | +9.9% |
| 1Y | +31.0% | +88.5% | -57.5% | +7.0% |
| 3Y | +95.3% | +770.0% | -674.7% | +15.3% |
| 5Y | +143.4% | +549.0% | -405.7% | +49.0% |
| 10Y | +1,330.5% | +650.3% | +680.2% | +695.8% |
| All | +136,904.2% | +11,592.3% | +125,311.9% | +31,037.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling