+79.9%
AAPL vs BBWI
-44.4%
+124.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +2.0% | -0.8% |
| 7D | -2.7% | +1.6% | -4.3% | -3.0% |
| 30D | +1.0% | -6.2% | +7.2% | +1.7% |
| 3M | +5.0% | +4.3% | +0.6% | +3.8% |
| 6M | +23.0% | -7.2% | +30.2% | +23.0% |
| YTD | +16.6% | -3.0% | +19.7% | +15.4% |
| 1Y | +33.4% | -30.8% | +64.2% | +38.6% |
| 3Y | +79.9% | -43.4% | +123.3% | +91.4% |
| All | +79.9% | -44.4% | +124.3% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 3y: compounded portfolio wealth divided by compounded BBWI 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…
3y analysis · Full analysis span regression · 6 months rolling