+109.8%
AAPL vs WFC
+131.0%
-21.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.9% |
| 7D | -3.0% | +0.4% | -3.4% | -3.1% |
| 30D | +2.3% | +2.5% | -0.2% | +1.4% |
| 3M | +8.6% | +10.0% | -1.4% | +5.0% |
| 6M | +21.6% | +15.1% | +6.5% | +15.3% |
| YTD | +16.3% | -2.2% | +18.5% | +16.4% |
| 1Y | +35.1% | +13.5% | +21.6% | +28.1% |
| 3Y | +79.4% | +135.2% | -55.8% | +28.1% |
| 5Y | +109.8% | +128.3% | -18.5% | +48.7% |
| All | +109.8% | +131.0% | -21.1% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 5y: compounded portfolio wealth divided by compounded WFC 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…
5y analysis · Full analysis span regression · 6 months rolling