+124.8%
AAPL vs DE
+97.0%
+27.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.5% |
| 7D | -0.5% | -2.4% | +1.9% | +0.1% |
| 30D | +7.1% | +9.7% | -2.6% | +4.4% |
| 3M | +12.1% | +21.4% | -9.3% | +6.0% |
| 6M | +25.4% | +15.0% | +10.4% | +19.9% |
| YTD | +20.5% | +46.4% | -26.0% | +6.3% |
| 1Y | +44.5% | +45.6% | -1.1% | +27.5% |
| 3Y | +85.8% | +76.8% | +9.0% | +53.6% |
| 5Y | +124.8% | +99.4% | +25.3% | +77.0% |
| All | +124.8% | +97.0% | +27.8% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling