+127.8%
AAPL vs WTW
+42.0%
+85.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +3.8% | -5.7% | +9.6% | +6.0% |
| 30D | +9.9% | -7.3% | +17.2% | +12.7% |
| 3M | +12.5% | +21.5% | -9.0% | +4.5% |
| 6M | +27.6% | +9.6% | +18.0% | +22.3% |
| YTD | +22.6% | -3.3% | +25.8% | +22.8% |
| 1Y | +45.0% | -6.1% | +51.1% | +46.9% |
| 3Y | +87.8% | +61.8% | +25.9% | +37.6% |
| All | +127.8% | +42.0% | +85.8% | +70.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling