+45.0%
AAPL vs EFV
+27.7%
+17.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.1% |
| 7D | +3.8% | -0.8% | +4.7% | +4.3% |
| 30D | +9.9% | +0.6% | +9.3% | +9.5% |
| 3M | +12.5% | +7.5% | +5.0% | +7.9% |
| 6M | +27.6% | +13.0% | +14.6% | +18.6% |
| YTD | +22.6% | +18.3% | +4.2% | +10.5% |
| 1Y | +45.0% | +26.7% | +18.2% | +24.2% |
| All | +45.0% | +27.7% | +17.3% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling