+35.1%
AAPL vs WMB
+35.6%
-0.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.4% |
| 7D | -3.0% | 0.0% | -2.9% | -2.9% |
| 30D | +2.3% | +4.6% | -2.3% | +2.8% |
| 3M | +8.6% | +5.7% | +2.9% | +9.0% |
| 6M | +21.6% | +4.2% | +17.4% | +21.8% |
| YTD | +16.3% | +26.8% | -10.5% | +18.5% |
| 1Y | +35.1% | +34.7% | +0.4% | +46.5% |
| All | +35.1% | +35.6% | -0.5% | +46.5% |
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