+38,527.5%
AAPL vs GLD
+815.5%
+37,712.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.5% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +3.0% | +4.4% | -1.4% | +2.9% |
| 3M | +2.9% | -1.1% | +4.0% | +2.9% |
| 6M | +22.1% | -13.8% | +35.9% | +22.3% |
| YTD | +18.0% | +2.6% | +15.4% | +17.9% |
| 1Y | +33.9% | +24.5% | +9.4% | +33.3% |
| 3Y | +71.2% | +125.8% | -54.7% | +68.8% |
| 5Y | +112.6% | +137.8% | -25.2% | +109.2% |
| 10Y | +1,198.8% | +221.4% | +977.4% | +1,194.2% |
| All | +38,527.5% | +815.5% | +37,712.0% | +41,144.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling