+1,326.9%
AAPL vs WMB
+278.0%
+1,048.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.1% | +1.5% |
| 7D | +1.8% | +1.6% | +0.2% | +1.3% |
| 30D | +4.3% | -7.1% | +11.4% | +6.0% |
| 3M | +16.6% | -4.0% | +20.6% | +17.2% |
| 6M | +21.6% | -5.7% | +27.3% | +22.3% |
| YTD | +31.2% | +17.2% | +14.0% | +23.7% |
| 1Y | +29.6% | +17.2% | +12.4% | +22.0% |
| 3Y | +93.1% | +121.1% | -27.9% | +47.8% |
| 5Y | +146.2% | +197.2% | -51.0% | +71.3% |
| 10Y | +1,326.9% | +280.9% | +1,046.0% | +786.5% |
| All | +1,326.9% | +278.0% | +1,048.8% | +786.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling