+136,904.2%
AAPL vs ED
+2,513.4%
+134,390.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | +4.1% | +2.1% | +2.1% | +3.6% |
| 30D | +4.0% | +10.4% | -6.4% | +1.2% |
| 3M | +16.8% | +12.5% | +4.2% | +13.1% |
| 6M | +19.4% | +14.9% | +4.5% | +14.8% |
| YTD | +31.5% | +24.8% | +6.7% | +23.3% |
| 1Y | +31.0% | +23.8% | +7.1% | +22.9% |
| 3Y | +95.3% | +51.6% | +43.6% | +70.6% |
| 5Y | +143.4% | +86.4% | +56.9% | +99.4% |
| 10Y | +1,330.5% | +145.4% | +1,185.1% | +962.4% |
| All | +136,904.2% | +2,513.4% | +134,390.8% | +44,079.7% |
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 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