+93.6%
AAPL vs FE
+44.1%
+49.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -0.7% | 0.0% | -0.6% | -0.7% |
| 30D | +1.7% | +5.2% | -3.5% | +1.3% |
| 3M | +9.7% | 0.0% | +9.7% | +9.7% |
| 6M | +19.3% | +5.0% | +14.3% | +19.0% |
| YTD | +26.3% | +7.9% | +18.4% | +25.1% |
| 1Y | +27.4% | +6.3% | +21.0% | +26.4% |
| 3Y | +93.6% | +46.0% | +47.6% | +83.9% |
| All | +93.6% | +44.1% | +49.5% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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