+1,249.0%
AAPL vs WM
+339.4%
+909.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.4% |
| 7D | -0.7% | +1.2% | -1.9% | -1.2% |
| 30D | +1.7% | +13.1% | -11.4% | -4.1% |
| 3M | +9.7% | +3.6% | +6.1% | +7.6% |
| 6M | +19.3% | +8.1% | +11.2% | +14.2% |
| YTD | +26.3% | +8.9% | +17.4% | +19.5% |
| 1Y | +27.4% | +20.3% | +7.0% | +14.3% |
| 3Y | +93.6% | +46.2% | +47.4% | +51.4% |
| 5Y | +131.7% | +59.9% | +71.8% | +69.3% |
| All | +1,249.0% | +339.4% | +909.6% | +498.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling