+79.9%
AAPL vs ED
+35.1%
+44.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.1% |
| 7D | -2.7% | +0.5% | -3.3% | -2.7% |
| 30D | +1.0% | +1.1% | -0.1% | +1.1% |
| 3M | +5.0% | +4.6% | +0.3% | +5.5% |
| 6M | +23.0% | -2.0% | +25.0% | +22.9% |
| YTD | +16.6% | +11.7% | +4.9% | +17.9% |
| 1Y | +33.4% | +15.7% | +17.7% | +35.1% |
| 3Y | +79.9% | +34.4% | +45.5% | +81.9% |
| All | +79.9% | +35.1% | +44.7% | +81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling