+40.9%
AAPL vs WETO
-99.4%
+140.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.4% | +7.2% | +1.7% |
| 7D | +3.8% | -4.3% | +8.2% | +3.8% |
| 30D | +9.9% | -39.9% | +49.8% | +11.8% |
| 3M | +12.5% | -97.9% | +110.4% | +19.3% |
| 6M | +27.6% | -95.0% | +122.7% | +33.5% |
| YTD | +22.6% | -97.2% | +119.7% | +28.6% |
| 1Y | +45.0% | -98.9% | +143.9% | +52.5% |
| All | +40.9% | -99.4% | +140.3% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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