+131,426.6%
AAPL vs WWD
+15,408.5%
+116,018.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.8% |
| 7D | +0.1% | +1.3% | -1.2% | -0.3% |
| 30D | +3.0% | -7.2% | +10.1% | +4.8% |
| 3M | +2.9% | -3.8% | +6.7% | +3.3% |
| 6M | +22.1% | -9.9% | +32.0% | +24.1% |
| YTD | +18.0% | +14.8% | +3.2% | +12.3% |
| 1Y | +33.9% | +42.1% | -8.1% | +20.0% |
| 3Y | +71.2% | +170.8% | -99.6% | +27.7% |
| 5Y | +112.6% | +197.5% | -84.9% | +53.0% |
| 10Y | +1,198.8% | +477.8% | +721.0% | +641.7% |
| All | +131,426.6% | +15,408.5% | +116,018.1% | +42,297.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling