+141.2%
AAPL vs ED
+81.8%
+59.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | +5.0% | +2.1% | +2.9% | +4.7% |
| 30D | +3.5% | +12.4% | -8.9% | +1.8% |
| 3M | +13.1% | +13.1% | -0.1% | +11.1% |
| 6M | +19.0% | +14.1% | +5.0% | +16.8% |
| YTD | +28.5% | +23.1% | +5.5% | +24.2% |
| 1Y | +29.7% | +25.4% | +4.3% | +24.8% |
| 3Y | +89.2% | +47.9% | +41.4% | +70.2% |
| 5Y | +141.2% | +81.9% | +59.3% | +116.7% |
| All | +141.2% | +81.8% | +59.4% | +116.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling