+124.8%
AAPL vs EFV
+94.1%
+30.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.8% |
| 7D | -0.5% | -2.0% | +1.5% | +1.2% |
| 30D | +7.1% | -0.2% | +7.3% | +7.2% |
| 3M | +12.1% | +9.1% | +3.0% | +4.0% |
| 6M | +25.4% | +11.7% | +13.7% | +13.7% |
| YTD | +20.5% | +17.0% | +3.4% | +4.6% |
| 1Y | +44.5% | +26.7% | +17.8% | +16.8% |
| 3Y | +85.8% | +90.2% | -4.4% | +4.1% |
| 5Y | +124.8% | +96.1% | +28.7% | +21.4% |
| All | +124.8% | +94.1% | +30.7% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling