+87.8%
AAPL vs WTW
+61.9%
+25.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +3.8% | -5.7% | +9.6% | +4.6% |
| 30D | +9.9% | -7.3% | +17.2% | +11.0% |
| 3M | +12.5% | +21.5% | -9.0% | +9.6% |
| 6M | +27.6% | +9.6% | +18.0% | +25.8% |
| YTD | +22.6% | -3.3% | +25.8% | +23.1% |
| 1Y | +45.0% | -6.1% | +51.1% | +46.4% |
| 3Y | +87.8% | +61.8% | +25.9% | +87.8% |
| All | +87.8% | +61.9% | +25.9% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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