+124.8%
AAPL vs WY
-22.3%
+147.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.7% | +6.2% | +4.6% |
| 7D | -0.5% | -3.7% | +3.2% | +0.9% |
| 30D | +7.1% | -11.3% | +18.4% | +12.0% |
| 3M | +12.1% | -8.1% | +20.2% | +14.9% |
| 6M | +25.4% | -7.4% | +32.9% | +27.6% |
| YTD | +20.5% | -4.7% | +25.2% | +20.3% |
| 1Y | +44.5% | -9.2% | +53.7% | +47.1% |
| 3Y | +85.8% | -24.7% | +110.5% | +101.3% |
| 5Y | +124.8% | -21.6% | +146.3% | +148.6% |
| All | +124.8% | -22.3% | +147.1% | +148.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling