+142.4%
AAPL vs WM
+63.0%
+79.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.6% |
| 7D | +3.2% | +1.2% | +2.0% | +2.9% |
| 30D | +4.1% | +15.2% | -11.2% | +0.1% |
| 3M | +17.5% | +8.3% | +9.2% | +14.9% |
| 6M | +20.6% | +13.1% | +7.4% | +16.2% |
| YTD | +31.0% | +12.5% | +18.5% | +25.6% |
| 1Y | +30.2% | +21.8% | +8.4% | +21.3% |
| 3Y | +92.9% | +48.8% | +44.1% | +60.7% |
| 5Y | +142.4% | +62.1% | +80.3% | +86.6% |
| All | +142.4% | +63.0% | +79.4% | +86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling