+1,276.0%
AAPL vs D
+42.1%
+1,233.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +3.0% | +2.6% |
| 7D | +3.7% | +0.8% | +2.9% | +3.4% |
| 30D | +4.2% | +10.7% | -6.5% | +0.9% |
| 3M | +12.0% | +2.3% | +9.7% | +11.1% |
| 6M | +19.8% | +12.5% | +7.3% | +15.0% |
| YTD | +29.3% | +20.1% | +9.3% | +21.2% |
| 1Y | +31.1% | +15.6% | +15.6% | +24.2% |
| 3Y | +94.9% | +75.2% | +19.7% | +56.7% |
| 5Y | +138.1% | +14.6% | +123.5% | +123.3% |
| 10Y | +1,276.0% | +43.8% | +1,232.2% | +1,127.5% |
| All | +1,276.0% | +42.1% | +1,233.8% | +1,127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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