+29.9%
AAPL vs WMB
+22.7%
+7.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.4% | +11.7% | +4.4% |
| 7D | +1.7% | -8.6% | +10.3% | +0.6% |
| 30D | +5.0% | -4.2% | +9.2% | +4.5% |
| 3M | +13.1% | -4.4% | +17.5% | +12.5% |
| 6M | +26.5% | -8.7% | +35.2% | +24.9% |
| YTD | +28.9% | +15.4% | +13.5% | +29.3% |
| 1Y | +29.9% | +23.7% | +6.2% | +30.5% |
| All | +29.9% | +22.7% | +7.2% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling