+9,710.6%
AAPL vs BIL
+30.8%
+9,679.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +5.0% | +0.1% | +4.9% | +5.6% |
| 30D | +3.5% | 0.0% | +3.5% | +3.4% |
| 3M | +13.1% | +0.6% | +12.5% | +18.0% |
| 6M | +19.0% | +1.5% | +17.5% | +32.6% |
| YTD | +28.5% | +2.8% | +25.8% | +56.4% |
| 1Y | +29.7% | +3.3% | +26.4% | +63.9% |
| 3Y | +89.2% | +13.4% | +75.8% | +370.4% |
| 5Y | +141.2% | +19.8% | +121.4% | +809.8% |
| 10Y | +1,306.6% | +25.7% | +1,281.0% | +7,596.3% |
| All | +9,710.6% | +30.8% | +9,679.8% | +68,419.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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