+29.9%
AAPL vs EWZ
+7.8%
+22.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.6% | +3.7% | +5.2% |
| 7D | +1.7% | -4.1% | +5.7% | +2.0% |
| 30D | +5.0% | -25.0% | +30.0% | +7.2% |
| 3M | +13.1% | -10.6% | +23.7% | +13.1% |
| 6M | +26.5% | -16.6% | +43.1% | +27.9% |
| YTD | +28.9% | +2.5% | +26.4% | +27.0% |
| 1Y | +29.9% | +8.1% | +21.8% | +24.8% |
| All | +29.9% | +7.8% | +22.1% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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