+5,730.6%
AAPL vs DG
+614.5%
+5,116.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +4.1% | +0.3% | +3.8% | +4.1% |
| 30D | +4.0% | +3.2% | +0.7% | +3.3% |
| 3M | +16.8% | +10.4% | +6.4% | +14.5% |
| 6M | +19.4% | +33.2% | -13.8% | +12.9% |
| YTD | +31.5% | +3.0% | +28.5% | +29.7% |
| 1Y | +31.0% | +31.2% | -0.2% | +23.0% |
| 3Y | +95.3% | +21.8% | +73.5% | +77.7% |
| 5Y | +143.4% | -35.0% | +178.3% | +156.5% |
| 10Y | +1,330.5% | +106.0% | +1,224.5% | +1,062.7% |
| All | +5,730.6% | +614.5% | +5,116.0% | +3,322.5% |
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