+44.5%
AAPL vs FTV
+15.4%
+29.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.3% | +5.9% | +3.9% |
| 7D | -0.5% | -5.2% | +4.7% | +0.4% |
| 30D | +7.1% | -11.5% | +18.6% | +9.4% |
| 3M | +12.1% | -9.0% | +21.1% | +13.8% |
| 6M | +25.4% | -2.0% | +27.5% | +24.3% |
| YTD | +20.5% | -0.9% | +21.4% | +18.9% |
| 1Y | +44.5% | +14.8% | +29.7% | +39.7% |
| All | +44.5% | +15.4% | +29.1% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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