+122,851.5%
AAPL vs WSM
+34,755.7%
+88,095.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.6% | -3.0% |
| 7D | +0.1% | -3.3% | +3.3% | +0.7% |
| 30D | +3.0% | -8.4% | +11.4% | +4.8% |
| 3M | +2.9% | +9.7% | -6.8% | +0.6% |
| 6M | +22.1% | +16.7% | +5.4% | +17.5% |
| YTD | +18.0% | +28.7% | -10.7% | +11.0% |
| 1Y | +33.9% | +13.7% | +20.3% | +28.9% |
| 3Y | +71.2% | +230.1% | -158.9% | +26.5% |
| 5Y | +112.6% | +179.0% | -66.3% | +58.4% |
| 10Y | +1,198.8% | +1,002.5% | +196.2% | +572.4% |
| All | +122,851.5% | +34,755.7% | +88,095.8% | +26,911.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling