+109.0%
AAPL vs WST
-25.8%
+134.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -2.7% | -0.3% | -2.5% | -2.7% |
| 30D | +1.0% | -4.6% | +5.6% | +1.8% |
| 3M | +5.0% | +5.7% | -0.7% | +3.6% |
| 6M | +23.0% | +37.6% | -14.5% | +15.3% |
| YTD | +16.6% | +23.0% | -6.4% | +11.4% |
| 1Y | +33.4% | +33.8% | -0.4% | +24.8% |
| 3Y | +79.9% | -13.4% | +93.2% | +75.9% |
| 5Y | +109.0% | -27.0% | +136.0% | +102.5% |
| All | +109.0% | -25.8% | +134.8% | +102.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling