+1,237.1%
AAPL vs GLD
+217.0%
+1,020.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | +2.3% | +0.2% | +2.1% | +2.2% |
| 3M | +8.6% | +3.2% | +5.4% | +8.1% |
| 6M | +21.6% | -14.6% | +36.2% | +23.0% |
| YTD | +16.3% | +1.8% | +14.5% | +15.4% |
| 1Y | +35.1% | +20.7% | +14.3% | +31.2% |
| 3Y | +79.4% | +126.5% | -47.1% | +59.9% |
| 5Y | +109.8% | +140.0% | -30.2% | +84.0% |
| 10Y | +1,237.1% | +218.2% | +1,018.8% | +1,145.6% |
| All | +1,237.1% | +217.0% | +1,020.1% | +1,145.6% |
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