+109.0%
AAPL vs GEN
+22.3%
+86.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.6% | -0.5% |
| 7D | -2.7% | -0.7% | -2.0% | -2.6% |
| 30D | +1.0% | +2.6% | -1.6% | +0.2% |
| 3M | +5.0% | +15.8% | -10.8% | +0.7% |
| 6M | +23.0% | +33.1% | -10.1% | +13.0% |
| YTD | +16.6% | +11.3% | +5.3% | +12.3% |
| 1Y | +33.4% | +1.7% | +31.8% | +31.7% |
| 3Y | +79.9% | +58.1% | +21.7% | +55.7% |
| 5Y | +109.0% | +20.6% | +88.4% | +92.7% |
| All | +109.0% | +22.3% | +86.7% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 5y: compounded portfolio wealth divided by compounded GEN 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…
5y analysis · Full analysis span regression · 6 months rolling