+109.8%
AAPL vs WPM
+261.4%
-151.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -0.4% |
| 7D | -3.0% | +3.9% | -6.8% | -3.4% |
| 30D | +2.3% | +17.7% | -15.4% | 0.0% |
| 3M | +8.6% | +39.4% | -30.8% | +3.6% |
| 6M | +21.6% | +6.4% | +15.1% | +19.5% |
| YTD | +16.3% | +34.0% | -17.7% | +10.5% |
| 1Y | +35.1% | +50.5% | -15.5% | +25.7% |
| 3Y | +79.4% | +280.3% | -200.9% | +40.9% |
| 5Y | +109.8% | +266.3% | -156.5% | +61.0% |
| All | +109.8% | +261.4% | -151.5% | +61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling