+121,410.5%
AAPL vs ETR
+4,465.2%
+116,945.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -1.5% |
| 7D | -2.7% | +1.4% | -4.2% | -3.1% |
| 30D | +1.0% | +1.9% | -0.9% | +0.5% |
| 3M | +5.0% | +1.0% | +4.0% | +4.5% |
| 6M | +23.0% | +4.8% | +18.2% | +21.0% |
| YTD | +16.6% | +19.5% | -2.9% | +10.8% |
| 1Y | +33.4% | +28.1% | +5.3% | +24.3% |
| 3Y | +79.9% | +151.1% | -71.3% | +38.1% |
| 5Y | +109.0% | +125.2% | -16.1% | +64.3% |
| 10Y | +1,210.4% | +291.1% | +919.3% | +786.6% |
| All | +121,410.5% | +4,465.2% | +116,945.3% | +42,523.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling