+45.0%
AAPL vs HIG
+5.5%
+39.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | +3.8% | -1.5% | +5.3% | +4.2% |
| 30D | +9.9% | -0.4% | +10.3% | +10.0% |
| 3M | +12.5% | +6.7% | +5.8% | +10.8% |
| 6M | +27.6% | +2.0% | +25.7% | +26.9% |
| YTD | +22.6% | +0.3% | +22.3% | +21.8% |
| 1Y | +45.0% | +4.2% | +40.8% | +44.0% |
| All | +45.0% | +5.5% | +39.5% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling