+1,254.4%
AAPL vs WWD
+490.2%
+764.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.0% | +4.0% |
| 7D | -0.5% | -2.9% | +2.4% | +0.3% |
| 30D | +7.1% | -6.6% | +13.7% | +9.0% |
| 3M | +12.1% | -9.3% | +21.4% | +14.5% |
| 6M | +25.4% | -13.6% | +39.0% | +29.1% |
| YTD | +20.5% | +10.4% | +10.1% | +15.0% |
| 1Y | +44.5% | +39.9% | +4.7% | +27.8% |
| 3Y | +85.8% | +165.0% | -79.3% | +32.7% |
| 5Y | +124.8% | +183.8% | -59.0% | +54.1% |
| All | +1,254.4% | +490.2% | +764.1% | +680.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling