+94.8%
AAPL vs FGI
+5.7%
+89.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.9% | -3.8% | +2.0% |
| 7D | +1.8% | +6.9% | -5.1% | +1.7% |
| 30D | +4.3% | +3.9% | +0.4% | +4.3% |
| 3M | +16.6% | +74.3% | -57.7% | +16.2% |
| 6M | +21.6% | +28.9% | -7.3% | +21.2% |
| YTD | +31.2% | +39.1% | -8.0% | +30.5% |
| 1Y | +29.6% | +49.3% | -19.8% | +28.9% |
| All | +94.8% | +5.7% | +89.1% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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