+33.9%
AAPL vs EXC
+2.6%
+31.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.8% |
| 7D | +0.1% | -0.7% | +0.7% | 0.0% |
| 30D | +3.0% | -4.6% | +7.6% | +2.2% |
| 3M | +2.9% | -2.2% | +5.1% | +3.0% |
| 6M | +22.1% | -10.6% | +32.7% | +19.0% |
| YTD | +18.0% | +1.9% | +16.1% | +20.0% |
| 1Y | +33.9% | +3.4% | +30.5% | +39.5% |
| All | +33.9% | +2.6% | +31.4% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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