+122,851.4%
AAPL vs ED
+2,217.3%
+120,634.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.2% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +3.0% | -0.1% | +3.1% | +3.0% |
| 3M | +2.9% | +3.9% | -1.0% | +1.8% |
| 6M | +22.1% | -3.0% | +25.1% | +22.8% |
| YTD | +18.0% | +10.7% | +7.3% | +14.4% |
| 1Y | +33.9% | +13.3% | +20.6% | +28.6% |
| 3Y | +71.2% | +34.5% | +36.7% | +54.3% |
| 5Y | +112.6% | +67.1% | +45.5% | +79.2% |
| 10Y | +1,198.8% | +103.0% | +1,095.7% | +915.3% |
| All | +122,851.4% | +2,217.3% | +120,634.1% | +40,872.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling