+35.1%
AAPL vs ED
+15.3%
+19.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.4% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | +2.3% | +1.9% | +0.3% | +2.7% |
| 3M | +8.6% | +1.9% | +6.8% | +9.5% |
| 6M | +21.6% | -2.3% | +23.8% | +21.0% |
| YTD | +16.3% | +10.9% | +5.4% | +20.4% |
| 1Y | +35.1% | +14.5% | +20.5% | +40.9% |
| All | +35.1% | +15.3% | +19.7% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling