+87.8%
AAPL vs EME
+252.2%
-164.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.3% | -2.6% | +1.3% |
| 7D | +3.8% | +3.5% | +0.3% | +3.5% |
| 30D | +9.9% | -6.3% | +16.3% | +10.5% |
| 3M | +12.5% | -3.8% | +16.2% | +12.6% |
| 6M | +27.6% | +8.5% | +19.1% | +25.3% |
| YTD | +22.6% | +27.8% | -5.3% | +17.3% |
| 1Y | +45.0% | +22.2% | +22.8% | +38.6% |
| 3Y | +87.8% | +253.5% | -165.7% | +63.9% |
| All | +87.8% | +252.2% | -164.5% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 3y: compounded portfolio wealth divided by compounded EME 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…
3y analysis · Full analysis span regression · 6 months rolling