+1,278.0%
AAPL vs ETN
+730.7%
+547.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.0% | -2.2% | +0.2% |
| 7D | +3.8% | +3.5% | +0.3% | +2.4% |
| 30D | +9.9% | -7.5% | +17.5% | +12.9% |
| 3M | +12.5% | +8.3% | +4.2% | +6.6% |
| 6M | +27.6% | +20.2% | +7.4% | +14.3% |
| YTD | +22.6% | +34.7% | -12.1% | +3.8% |
| 1Y | +45.0% | +19.4% | +25.5% | +28.6% |
| 3Y | +87.8% | +85.5% | +2.3% | +28.1% |
| 5Y | +128.7% | +186.6% | -57.9% | +22.6% |
| All | +1,278.0% | +730.7% | +547.3% | +368.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETN.
Daily Out/Under-Performance
Portfolio return minus ETN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETN 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 ETN 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