+136,369.6%
AAPL vs WDC
+12,207.7%
+124,161.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | 0.0% |
| 7D | +3.2% | +16.3% | -13.1% | +0.3% |
| 30D | +4.1% | -18.3% | +22.3% | +6.9% |
| 3M | +17.5% | -31.4% | +48.9% | +23.6% |
| 6M | +20.6% | -36.3% | +56.9% | +24.6% |
| YTD | +31.0% | +80.8% | -49.9% | +8.5% |
| 1Y | +30.2% | +87.7% | -57.5% | +6.5% |
| 3Y | +92.9% | +819.4% | -726.6% | +12.7% |
| 5Y | +142.4% | +583.2% | -440.8% | +47.1% |
| 10Y | +1,324.9% | +689.8% | +635.2% | +685.7% |
| All | +136,369.6% | +12,207.7% | +124,161.9% | +30,640.7% |
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