+1,380.9%
AAPL vs FTV
+90.8%
+1,290.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.0% |
| 7D | +0.1% | -4.5% | +4.6% | +2.3% |
| 30D | +3.0% | -7.1% | +10.0% | +6.5% |
| 3M | +2.9% | -7.2% | +10.1% | +6.0% |
| 6M | +22.1% | -1.5% | +23.6% | +21.6% |
| YTD | +18.0% | +3.5% | +14.5% | +13.9% |
| 1Y | +33.9% | +20.3% | +13.6% | +19.1% |
| 3Y | +71.2% | -3.1% | +74.3% | +67.2% |
| 5Y | +112.6% | +2.3% | +110.3% | +98.5% |
| 10Y | +1,198.8% | +76.3% | +1,122.5% | +892.4% |
| All | +1,380.9% | +90.8% | +1,290.2% | +1,021.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling