+95.3%
AAPL vs DOW
-20.1%
+115.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +4.1% | +5.2% | -1.1% | +3.3% |
| 30D | +4.0% | +13.2% | -9.2% | +1.6% |
| 3M | +16.8% | +10.1% | +6.7% | +14.6% |
| 6M | +19.4% | -13.1% | +32.5% | +22.3% |
| YTD | +31.5% | +46.1% | -14.6% | +14.9% |
| 1Y | +31.0% | +50.0% | -19.0% | +13.3% |
| 3Y | +95.3% | -20.2% | +115.5% | +95.5% |
| All | +95.3% | -20.1% | +115.3% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling