+84.5%
AAPL vs EWZ
+47.7%
+36.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.2% |
| 7D | -0.5% | +1.1% | -1.6% | -0.8% |
| 30D | +7.1% | +13.5% | -6.4% | +3.2% |
| 3M | +12.1% | +15.2% | -3.1% | +7.1% |
| 6M | +25.4% | +3.7% | +21.7% | +23.5% |
| YTD | +20.5% | +22.5% | -2.1% | +11.7% |
| 1Y | +44.5% | +35.3% | +9.3% | +28.7% |
| All | +84.5% | +47.7% | +36.9% | +56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling