+1,278.0%
AAPL vs EFA
+146.6%
+1,131.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +0.8% |
| 7D | +3.8% | -1.5% | +5.4% | +5.4% |
| 30D | +9.9% | -1.7% | +11.6% | +11.6% |
| 3M | +12.5% | +3.5% | +9.0% | +8.4% |
| 6M | +27.6% | +9.5% | +18.2% | +15.6% |
| YTD | +22.6% | +12.9% | +9.7% | +7.2% |
| 1Y | +45.0% | +18.2% | +26.8% | +20.8% |
| 3Y | +87.8% | +64.8% | +22.9% | +10.0% |
| 5Y | +128.7% | +53.9% | +74.8% | +44.3% |
| All | +1,278.0% | +146.6% | +1,131.4% | +493.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 10y: compounded portfolio wealth divided by compounded EFA 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…
10y analysis · Full analysis span regression · 6 months rolling