+1,326.9%
AAPL vs GLD
+205.2%
+1,121.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.2% | +2.2% |
| 7D | +1.8% | -2.0% | +3.7% | +2.0% |
| 30D | +4.3% | -4.4% | +8.7% | +4.7% |
| 3M | +16.6% | -8.9% | +25.6% | +17.6% |
| 6M | +21.6% | -16.0% | +37.6% | +23.4% |
| YTD | +31.2% | -7.9% | +39.0% | +31.3% |
| 1Y | +29.6% | -3.9% | +33.4% | +29.0% |
| 3Y | +93.1% | +103.4% | -10.3% | +73.1% |
| 5Y | +146.2% | +109.7% | +36.5% | +117.6% |
| 10Y | +1,326.9% | +211.8% | +1,115.0% | +1,280.4% |
| All | +1,326.9% | +205.2% | +1,121.7% | +1,280.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GLD.
Daily Out/Under-Performance
Portfolio return minus GLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLD 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 10y: compounded portfolio wealth divided by compounded GLD 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…
10y analysis · Full analysis span regression · 6 months rolling