+143.3%
AAPL vs D
+13.1%
+130.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +4.1% | -1.4% | +5.5% | +4.4% |
| 30D | +4.0% | +7.7% | -3.8% | +2.4% |
| 3M | +16.8% | -0.3% | +17.1% | +16.8% |
| 6M | +19.4% | +10.1% | +9.3% | +16.9% |
| YTD | +31.5% | +19.1% | +12.4% | +26.1% |
| 1Y | +31.0% | +15.9% | +15.1% | +26.3% |
| 3Y | +95.3% | +75.0% | +20.3% | +67.1% |
| All | +143.3% | +13.1% | +130.3% | +160.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling