+45.0%
AAPL vs WY
-9.1%
+54.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.8% |
| 7D | +3.8% | -4.2% | +8.0% | +3.7% |
| 30D | +9.9% | -10.1% | +20.0% | +9.6% |
| 3M | +12.5% | -8.5% | +21.0% | +12.5% |
| 6M | +27.6% | -3.3% | +31.0% | +27.3% |
| YTD | +22.6% | -4.4% | +27.0% | +22.5% |
| 1Y | +45.0% | -11.5% | +56.5% | +41.9% |
| All | +45.0% | -9.1% | +54.0% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling