+134,655.9%
AAPL vs WMB
+4,987.0%
+129,668.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.7% | -1.3% | +1.8% |
| 7D | +3.7% | -6.7% | +10.3% | +4.7% |
| 30D | +4.2% | -8.6% | +12.7% | +5.5% |
| 3M | +12.0% | -4.9% | +16.9% | +12.6% |
| 6M | +19.8% | -6.3% | +26.1% | +20.4% |
| YTD | +29.3% | +13.0% | +16.4% | +25.8% |
| 1Y | +31.1% | +14.9% | +16.2% | +27.0% |
| 3Y | +94.9% | +113.4% | -18.5% | +68.7% |
| 5Y | +138.1% | +190.2% | -52.1% | +95.1% |
| 10Y | +1,276.0% | +259.9% | +1,016.1% | +952.4% |
| All | +134,655.9% | +4,987.0% | +129,668.9% | +46,643.8% |
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