+1,367.3%
AAPL vs EAT
+320.8%
+1,046.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +4.1% | -4.0% | +8.1% | +4.7% |
| 30D | +4.0% | -2.9% | +6.9% | +4.2% |
| 3M | +16.8% | -16.9% | +33.7% | +19.3% |
| 6M | +19.4% | +57.0% | -37.6% | +10.9% |
| YTD | +31.5% | +38.2% | -6.7% | +23.5% |
| 1Y | +31.0% | +69.3% | -38.3% | +19.2% |
| 3Y | +95.3% | +483.0% | -387.7% | +44.2% |
| 5Y | +143.4% | +364.1% | -220.8% | +79.9% |
| All | +1,367.3% | +320.8% | +1,046.5% | +872.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 10y: compounded portfolio wealth divided by compounded EAT 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…
10y analysis · Full analysis span regression · 6 months rolling