+35.1%
AAPL vs DFNS
-98.3%
+133.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DFNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | -0.2% |
| 7D | -3.0% | +4.6% | -7.6% | -3.0% |
| 30D | +2.3% | -73.9% | +76.2% | +3.1% |
| 3M | +8.6% | -71.7% | +80.3% | +9.3% |
| 6M | +21.6% | -94.6% | +116.1% | +25.6% |
| YTD | +16.3% | -98.1% | +114.4% | +21.9% |
| 1Y | +35.1% | -98.3% | +133.4% | +37.7% |
| All | +35.1% | -98.3% | +133.4% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DFNS.
Daily Out/Under-Performance
Portfolio return minus DFNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DFNS 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 1y: compounded portfolio wealth divided by compounded DFNS 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…
1y analysis · Full analysis span regression · 6 months rolling