+29.9%
AAPL vs EWT
+54.0%
-24.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.2% | +6.5% | +5.4% |
| 7D | +1.7% | -10.9% | +12.5% | +2.6% |
| 30D | +5.0% | -17.7% | +22.7% | +6.8% |
| 3M | +13.1% | -5.0% | +18.1% | +13.2% |
| 6M | +26.5% | +7.4% | +19.1% | +22.0% |
| YTD | +28.9% | +52.8% | -23.9% | +13.0% |
| 1Y | +29.9% | +55.2% | -25.3% | +13.4% |
| All | +29.9% | +54.0% | -24.1% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1y: compounded portfolio wealth divided by compounded EWT 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…
1y analysis · Full analysis span regression · 6 months rolling