+82.6%
AAPL vs WST
-15.4%
+98.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.5% |
| 7D | +0.1% | +0.7% | -0.7% | 0.0% |
| 30D | +3.0% | -3.1% | +6.1% | +3.2% |
| 3M | +2.9% | +7.2% | -4.3% | +2.2% |
| 6M | +22.1% | +36.8% | -14.7% | +18.6% |
| YTD | +18.0% | +23.8% | -5.8% | +15.4% |
| 1Y | +33.9% | +37.8% | -3.8% | +29.6% |
| All | +82.6% | -15.4% | +98.0% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling