+14,614.7%
AAPL vs ET
+1,435.7%
+13,179.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.7% | +0.4% | -3.2% | -2.8% |
| 30D | +1.0% | +6.9% | -5.8% | -0.4% |
| 3M | +5.0% | +13.1% | -8.1% | +2.1% |
| 6M | +23.0% | +18.7% | +4.3% | +18.4% |
| YTD | +16.6% | +37.4% | -20.8% | +8.6% |
| 1Y | +33.4% | +34.8% | -1.4% | +24.7% |
| 3Y | +79.9% | +96.8% | -16.9% | +54.4% |
| 5Y | +109.0% | +238.2% | -129.2% | +59.3% |
| 10Y | +1,210.4% | +159.4% | +1,051.0% | +888.8% |
| All | +14,614.7% | +1,435.7% | +13,179.0% | +5,037.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling