+1,306.6%
AAPL vs WM
+329.9%
+976.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.8% |
| 7D | +5.0% | +1.2% | +3.8% | +4.5% |
| 30D | +3.5% | +13.7% | -10.1% | -2.6% |
| 3M | +13.1% | +5.2% | +7.8% | +10.1% |
| 6M | +19.0% | +11.2% | +7.8% | +12.4% |
| YTD | +28.5% | +9.4% | +19.1% | +21.3% |
| 1Y | +29.7% | +20.4% | +9.3% | +16.4% |
| 3Y | +89.2% | +44.7% | +44.6% | +48.9% |
| 5Y | +141.2% | +58.5% | +82.7% | +77.3% |
| 10Y | +1,306.6% | +326.4% | +980.2% | +516.4% |
| All | +1,306.6% | +329.9% | +976.8% | +516.4% |
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