+109.0%
AAPL vs WMB
+282.7%
-173.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.4% | -1.6% |
| 7D | -2.7% | +0.8% | -3.5% | -2.9% |
| 30D | +1.0% | +7.7% | -6.7% | -0.6% |
| 3M | +5.0% | +6.7% | -1.7% | +3.1% |
| 6M | +23.0% | +3.6% | +19.4% | +21.4% |
| YTD | +16.6% | +28.0% | -11.4% | +9.0% |
| 1Y | +33.4% | +37.6% | -4.2% | +21.8% |
| 3Y | +79.9% | +149.0% | -69.2% | +32.1% |
| 5Y | +109.0% | +285.3% | -176.3% | +45.2% |
| All | +109.0% | +282.7% | -173.7% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling