+28,176.3%
AAPL vs WPM
+5,972.6%
+22,203.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.7% | +7.0% | -9.8% | -3.6% |
| 30D | +1.0% | +15.7% | -14.7% | -1.0% |
| 3M | +5.0% | +35.2% | -30.3% | +0.8% |
| 6M | +23.0% | +6.1% | +17.0% | +21.3% |
| YTD | +16.6% | +32.6% | -15.9% | +11.4% |
| 1Y | +33.4% | +46.9% | -13.5% | +25.4% |
| 3Y | +79.9% | +276.3% | -196.4% | +48.5% |
| 5Y | +109.0% | +260.0% | -151.0% | +71.7% |
| 10Y | +1,210.4% | +508.5% | +701.9% | +877.5% |
| All | +28,176.3% | +5,972.6% | +22,203.7% | +15,893.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WPM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling