+1,278.0%
AAPL vs BEN
+56.6%
+1,221.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +3.8% | -3.1% | +7.0% | +4.9% |
| 30D | +9.9% | +0.2% | +9.8% | +9.7% |
| 3M | +12.5% | +6.8% | +5.6% | +9.4% |
| 6M | +27.6% | +38.1% | -10.5% | +13.0% |
| YTD | +22.6% | +44.3% | -21.8% | +6.7% |
| 1Y | +45.0% | +42.6% | +2.4% | +26.4% |
| 3Y | +87.8% | +52.3% | +35.4% | +55.3% |
| 5Y | +128.7% | +37.6% | +91.0% | +91.7% |
| All | +1,278.0% | +56.6% | +1,221.4% | +937.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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