+94.6%
AAPL vs WM
+50.2%
+44.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.7% |
| 7D | -1.4% | +4.5% | -5.8% | -1.8% |
| 30D | +3.2% | +16.1% | -12.9% | +1.5% |
| 3M | +10.8% | +8.0% | +2.7% | +9.8% |
| 6M | +21.3% | +8.4% | +12.9% | +20.3% |
| YTD | +26.9% | +11.2% | +15.7% | +24.9% |
| 1Y | +27.9% | +22.3% | +5.6% | +23.5% |
| All | +94.6% | +50.2% | +44.4% | +85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling