+122,851.5%
AAPL vs WM
+26,336.4%
+96,515.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.2% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | +3.0% | -2.4% | +5.3% | +3.5% |
| 3M | +2.9% | +0.4% | +2.5% | +2.7% |
| 6M | +22.1% | -9.5% | +31.6% | +24.3% |
| YTD | +18.0% | +0.5% | +17.5% | +17.4% |
| 1Y | +33.9% | -1.1% | +35.0% | +33.5% |
| 3Y | +71.2% | +46.0% | +25.1% | +55.8% |
| 5Y | +112.6% | +51.8% | +60.8% | +91.7% |
| 10Y | +1,198.8% | +307.5% | +891.3% | +865.4% |
| All | +122,851.5% | +26,336.4% | +96,515.1% | +67,415.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling