+127.8%
AAPL vs GM
+78.3%
+49.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +3.8% | -2.4% | +6.3% | +4.5% |
| 30D | +9.9% | -1.1% | +11.0% | +10.2% |
| 3M | +12.5% | +6.1% | +6.4% | +10.4% |
| 6M | +27.6% | +15.0% | +12.7% | +22.0% |
| YTD | +22.6% | +6.0% | +16.6% | +19.5% |
| 1Y | +45.0% | +47.1% | -2.1% | +27.8% |
| 3Y | +87.8% | +170.5% | -82.7% | +30.4% |
| All | +127.8% | +78.3% | +49.5% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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