+1,367.3%
AAPL vs BEN
+58.7%
+1,308.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | +0.2% |
| 7D | +4.1% | +6.8% | -2.7% | +1.7% |
| 30D | +4.0% | +18.0% | -14.0% | -2.0% |
| 3M | +16.8% | +7.5% | +9.3% | +13.5% |
| 6M | +19.4% | +14.7% | +4.7% | +12.8% |
| YTD | +31.5% | +56.1% | -24.6% | +10.7% |
| 1Y | +31.0% | +69.6% | -38.6% | +6.9% |
| 3Y | +95.3% | +87.7% | +7.6% | +48.9% |
| 5Y | +143.4% | +28.6% | +114.7% | +107.2% |
| All | +1,367.3% | +58.7% | +1,308.6% | +971.9% |
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