+109.8%
AAPL vs BEN
+40.0%
+69.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | +0.3% |
| 7D | -3.0% | +3.4% | -6.3% | -4.3% |
| 30D | +2.3% | +1.8% | +0.5% | +1.4% |
| 3M | +8.6% | +8.4% | +0.3% | +4.6% |
| 6M | +21.6% | +35.6% | -14.1% | +6.3% |
| YTD | +16.3% | +46.4% | -30.1% | -1.7% |
| 1Y | +35.1% | +46.3% | -11.3% | +13.8% |
| 3Y | +79.4% | +54.6% | +24.8% | +41.6% |
| 5Y | +109.8% | +39.4% | +70.5% | +64.4% |
| All | +109.8% | +40.0% | +69.9% | +64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling