+1,367.3%
AAPL vs ED
+147.1%
+1,220.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.1% |
| 7D | +4.1% | +2.1% | +2.1% | +3.6% |
| 30D | +4.0% | +10.4% | -6.4% | +1.4% |
| 3M | +16.8% | +12.5% | +4.2% | +13.4% |
| 6M | +19.4% | +14.9% | +4.5% | +15.2% |
| YTD | +31.5% | +24.8% | +6.7% | +23.8% |
| 1Y | +31.0% | +23.8% | +7.1% | +23.4% |
| 3Y | +95.3% | +51.6% | +43.6% | +70.2% |
| 5Y | +143.4% | +86.4% | +56.9% | +97.5% |
| All | +1,367.3% | +147.1% | +1,220.2% | +1,077.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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