+127.8%
AAPL vs WSM
+175.3%
-47.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.5% |
| 7D | +3.8% | -0.5% | +4.4% | +4.0% |
| 30D | +9.9% | -7.7% | +17.6% | +12.0% |
| 3M | +12.5% | +3.8% | +8.7% | +11.2% |
| 6M | +27.6% | +22.7% | +5.0% | +20.5% |
| YTD | +22.6% | +28.0% | -5.5% | +14.2% |
| 1Y | +45.0% | +12.7% | +32.3% | +38.9% |
| 3Y | +87.8% | +231.3% | -143.5% | +27.5% |
| All | +127.8% | +175.3% | -47.5% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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