+109.8%
AAPL vs EAT
+310.8%
-201.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.2% |
| 7D | -3.0% | -6.8% | +3.8% | -1.9% |
| 30D | +2.3% | -5.4% | +7.7% | +2.9% |
| 3M | +8.6% | +42.8% | -34.1% | +1.9% |
| 6M | +21.6% | +56.5% | -35.0% | +11.4% |
| YTD | +16.3% | +50.0% | -33.7% | +7.1% |
| 1Y | +35.1% | +38.3% | -3.2% | +25.6% |
| 3Y | +79.4% | +591.6% | -512.3% | +15.6% |
| 5Y | +109.8% | +312.6% | -202.8% | +39.5% |
| All | +109.8% | +310.8% | -201.0% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling