+41,294.5%
AAPL vs EWT
+594.1%
+40,700.4%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -3.5% |
| 7D | +0.1% | +4.0% | -3.9% | -1.9% |
| 30D | +3.0% | +10.3% | -7.3% | -2.3% |
| 3M | +2.9% | +6.1% | -3.2% | -1.9% |
| 6M | +22.1% | +56.6% | -34.5% | -6.3% |
| YTD | +18.0% | +76.6% | -58.6% | -15.3% |
| 1Y | +33.9% | +97.9% | -63.9% | -9.9% |
| 3Y | +71.2% | +198.0% | -126.8% | -8.8% |
| 5Y | +112.6% | +151.8% | -39.2% | +24.2% |
| 10Y | +1,198.8% | +514.1% | +684.6% | +387.1% |
| All | +41,294.5% | +594.1% | +40,700.4% | +9,791.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling