+1,254.4%
AAPL vs ESI
+310.7%
+943.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.5% | +8.1% | +5.0% |
| 7D | -0.5% | -2.3% | +1.8% | +0.1% |
| 30D | +7.1% | -9.0% | +16.1% | +10.0% |
| 3M | +12.1% | -13.3% | +25.4% | +15.1% |
| 6M | +25.4% | +5.3% | +20.1% | +18.7% |
| YTD | +20.5% | +37.6% | -17.2% | +2.6% |
| 1Y | +44.5% | +33.6% | +10.9% | +23.7% |
| 3Y | +85.8% | +75.8% | +10.0% | +39.9% |
| 5Y | +124.8% | +68.6% | +56.2% | +69.1% |
| All | +1,254.4% | +310.7% | +943.6% | +667.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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