+122,851.5%
AAPL vs WMB
+5,535.5%
+117,316.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +3.0% | +3.3% | -0.3% | +2.3% |
| 3M | +2.9% | +3.1% | -0.2% | +2.1% |
| 6M | +22.1% | -0.7% | +22.8% | +21.8% |
| YTD | +18.0% | +25.2% | -7.1% | +13.1% |
| 1Y | +33.9% | +32.9% | +1.1% | +26.8% |
| 3Y | +71.2% | +140.6% | -69.4% | +45.5% |
| 5Y | +112.6% | +273.5% | -160.8% | +67.4% |
| 10Y | +1,198.8% | +334.2% | +864.6% | +865.0% |
| All | +122,851.5% | +5,535.5% | +117,316.0% | +41,933.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling