+14,190.5%
AAPL vs WU
-19.6%
+14,210.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.2% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +3.0% | -1.1% | +4.1% | +3.2% |
| 3M | +2.9% | -3.9% | +6.8% | +3.3% |
| 6M | +22.1% | -20.7% | +42.8% | +31.0% |
| YTD | +18.0% | -18.4% | +36.4% | +24.9% |
| 1Y | +33.9% | -8.1% | +42.0% | +34.4% |
| 3Y | +71.2% | -24.2% | +95.3% | +81.2% |
| 5Y | +112.6% | -50.4% | +163.1% | +158.8% |
| 10Y | +1,198.8% | -40.0% | +1,238.8% | +1,322.2% |
| All | +14,190.5% | -19.6% | +14,210.1% | +12,203.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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