+136,554.2%
AAPL vs WEC
+4,422.3%
+132,131.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.9% |
| 7D | +1.8% | -0.5% | +2.3% | +1.9% |
| 30D | +4.3% | +12.0% | -7.7% | +0.7% |
| 3M | +16.6% | +11.1% | +5.6% | +12.8% |
| 6M | +21.6% | +6.0% | +15.6% | +19.1% |
| YTD | +31.2% | +14.3% | +16.9% | +25.1% |
| 1Y | +29.6% | +8.0% | +21.6% | +25.7% |
| 3Y | +93.1% | +62.8% | +30.3% | +62.4% |
| 5Y | +146.2% | +55.3% | +90.9% | +108.7% |
| 10Y | +1,326.9% | +193.2% | +1,133.7% | +871.5% |
| All | +136,554.2% | +4,422.3% | +132,131.9% | +40,825.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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