+1,254.4%
AAPL vs ED
+109.0%
+1,145.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.7% |
| 7D | -0.5% | -1.9% | +1.4% | 0.0% |
| 30D | +7.1% | +0.1% | +7.0% | +7.1% |
| 3M | +12.1% | 0.0% | +12.1% | +12.0% |
| 6M | +25.4% | -2.5% | +27.9% | +26.0% |
| YTD | +20.5% | +10.1% | +10.3% | +17.0% |
| 1Y | +44.5% | +13.6% | +30.9% | +38.9% |
| 3Y | +85.8% | +32.4% | +53.3% | +67.5% |
| 5Y | +124.8% | +69.9% | +54.9% | +86.3% |
| All | +1,254.4% | +109.0% | +1,145.3% | +1,008.3% |
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