+136,904.2%
AAPL vs FITB
+2,860.1%
+134,044.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.2% |
| 7D | +4.1% | +2.8% | +1.4% | +3.6% |
| 30D | +4.0% | +9.8% | -5.8% | +2.0% |
| 3M | +16.8% | -5.2% | +22.0% | +18.0% |
| 6M | +19.4% | +17.3% | +2.1% | +15.2% |
| YTD | +31.5% | +19.3% | +12.2% | +26.2% |
| 1Y | +31.0% | +32.7% | -1.7% | +22.9% |
| 3Y | +95.3% | +141.6% | -46.3% | +61.0% |
| 5Y | +143.4% | +48.9% | +94.5% | +118.0% |
| 10Y | +1,330.5% | +216.5% | +1,114.0% | +943.2% |
| All | +136,904.2% | +2,860.1% | +134,044.1% | +53,317.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 all: compounded portfolio wealth divided by compounded FITB 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…
all analysis · Full analysis span regression · 6 months rolling