+122,851.5%
AAPL vs BEN
+4,913.3%
+117,938.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -3.8% |
| 7D | +0.1% | +0.2% | -0.1% | -0.1% |
| 30D | +3.0% | -0.5% | +3.5% | +3.0% |
| 3M | +2.9% | +9.7% | -6.8% | -1.0% |
| 6M | +22.1% | +33.9% | -11.8% | +8.9% |
| YTD | +18.0% | +49.0% | -31.0% | +1.2% |
| 1Y | +33.9% | +42.1% | -8.2% | +16.4% |
| 3Y | +71.2% | +51.9% | +19.3% | +41.5% |
| 5Y | +112.6% | +39.0% | +73.6% | +78.5% |
| 10Y | +1,198.8% | +57.9% | +1,140.9% | +861.6% |
| All | +122,851.5% | +4,913.3% | +117,938.1% | +26,679.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling