+78.7%
AAPL vs BEN
+55.5%
+23.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -2.7% | +4.7% | -7.4% | -4.0% |
| 30D | +1.0% | +2.6% | -1.6% | +0.2% |
| 3M | +5.0% | +11.5% | -6.5% | +1.2% |
| 6M | +23.0% | +35.3% | -12.3% | +11.3% |
| YTD | +16.6% | +48.6% | -32.0% | +2.4% |
| 1Y | +33.4% | +46.7% | -13.3% | +17.4% |
| All | +78.7% | +55.5% | +23.2% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling