+1,278.0%
AAPL vs ET
+177.0%
+1,101.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.6% | +1.9% |
| 7D | +3.8% | +0.2% | +3.6% | +3.8% |
| 30D | +9.9% | +2.9% | +7.1% | +9.1% |
| 3M | +12.5% | +16.8% | -4.3% | +8.1% |
| 6M | +27.6% | +18.9% | +8.8% | +22.0% |
| YTD | +22.6% | +37.7% | -15.1% | +12.7% |
| 1Y | +45.0% | +32.4% | +12.5% | +34.5% |
| 3Y | +87.8% | +99.5% | -11.7% | +56.4% |
| 5Y | +128.7% | +244.0% | -115.3% | +66.6% |
| All | +1,278.0% | +177.0% | +1,101.0% | +916.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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