+28,511.7%
AAPL vs WPM
+5,967.5%
+22,544.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.5% | -2.4% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | +3.0% | +26.4% | -23.4% | -0.2% |
| 3M | +2.9% | +20.8% | -17.9% | +0.1% |
| 6M | +22.1% | +1.1% | +21.0% | +21.1% |
| YTD | +18.0% | +32.5% | -14.4% | +12.7% |
| 1Y | +33.9% | +51.5% | -17.6% | +25.4% |
| 3Y | +71.2% | +267.0% | -195.8% | +41.8% |
| 5Y | +112.6% | +250.1% | -137.5% | +75.3% |
| 10Y | +1,198.8% | +540.4% | +658.4% | +862.5% |
| All | +28,511.7% | +5,967.5% | +22,544.1% | +16,085.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling