+1,278.0%
AAPL vs DE
+863.9%
+414.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.9% |
| 7D | +3.8% | -2.6% | +6.4% | +4.8% |
| 30D | +9.9% | +9.0% | +0.9% | +6.4% |
| 3M | +12.5% | +19.1% | -6.7% | +5.0% |
| 6M | +27.6% | +14.4% | +13.2% | +20.2% |
| YTD | +22.6% | +45.9% | -23.4% | +4.5% |
| 1Y | +45.0% | +43.6% | +1.4% | +24.0% |
| 3Y | +87.8% | +75.9% | +11.9% | +46.4% |
| 5Y | +128.7% | +98.8% | +29.9% | +64.1% |
| All | +1,278.0% | +863.9% | +414.1% | +496.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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