+136,904.2%
AAPL vs WEC
+4,464.3%
+132,439.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +4.1% | +2.3% | +1.8% | +3.4% |
| 30D | +4.0% | +11.1% | -7.1% | +0.6% |
| 3M | +16.8% | +8.4% | +8.4% | +13.8% |
| 6M | +19.4% | +7.5% | +11.9% | +16.5% |
| YTD | +31.5% | +15.3% | +16.2% | +25.1% |
| 1Y | +31.0% | +9.7% | +21.2% | +26.5% |
| 3Y | +95.3% | +64.7% | +30.6% | +63.6% |
| 5Y | +143.4% | +57.3% | +86.1% | +105.5% |
| 10Y | +1,330.5% | +195.9% | +1,134.6% | +871.2% |
| All | +136,904.2% | +4,464.3% | +132,439.9% | +40,812.9% |
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