+1,278.0%
AAPL vs ETR
+296.9%
+981.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +3.8% | -1.8% | +5.7% | +4.4% |
| 30D | +9.9% | -1.8% | +11.7% | +10.5% |
| 3M | +12.5% | -3.6% | +16.1% | +13.5% |
| 6M | +27.6% | +2.6% | +25.0% | +25.8% |
| YTD | +22.6% | +16.0% | +6.5% | +15.8% |
| 1Y | +45.0% | +20.1% | +24.8% | +35.2% |
| 3Y | +87.8% | +143.6% | -55.8% | +32.7% |
| 5Y | +128.7% | +124.4% | +4.3% | +65.5% |
| All | +1,278.0% | +296.9% | +981.1% | +811.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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