+131,459.0%
AAPL vs WM
+28,547.2%
+102,911.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | -0.7% | +1.2% | -1.9% | -0.9% |
| 30D | +1.7% | +13.1% | -11.4% | -1.0% |
| 3M | +9.7% | +3.6% | +6.1% | +8.7% |
| 6M | +19.3% | +8.1% | +11.2% | +17.0% |
| YTD | +26.3% | +8.9% | +17.4% | +23.3% |
| 1Y | +27.4% | +20.3% | +7.0% | +21.6% |
| 3Y | +93.6% | +46.2% | +47.4% | +76.2% |
| 5Y | +131.7% | +59.9% | +71.8% | +106.4% |
| 10Y | +1,268.5% | +345.6% | +922.9% | +897.2% |
| All | +131,459.0% | +28,547.2% | +102,911.7% | +70,824.0% |
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 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