+5,707.8%
AAPL vs DG
+617.0%
+5,090.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.2% |
| 7D | +3.2% | -2.5% | +5.6% | +3.6% |
| 30D | +4.1% | +7.7% | -3.6% | +2.6% |
| 3M | +17.5% | +13.1% | +4.4% | +14.7% |
| 6M | +20.6% | +32.0% | -11.5% | +14.2% |
| YTD | +31.0% | +3.3% | +27.7% | +29.1% |
| 1Y | +30.2% | +31.7% | -1.4% | +22.2% |
| 3Y | +92.9% | +21.7% | +71.2% | +75.6% |
| 5Y | +142.4% | -34.7% | +177.2% | +155.3% |
| 10Y | +1,324.9% | +106.7% | +1,218.2% | +1,057.4% |
| All | +5,707.8% | +617.0% | +5,090.8% | +3,307.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 all: compounded portfolio wealth divided by compounded DG 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…
all analysis · Full analysis span regression · 6 months rolling