+78.2%
AAPL vs HIG
+101.4%
-23.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.5% |
| 7D | -3.0% | -0.5% | -2.5% | -2.8% |
| 30D | +2.3% | -2.8% | +5.1% | +3.1% |
| 3M | +8.6% | +6.3% | +2.3% | +6.7% |
| 6M | +21.6% | -0.1% | +21.7% | +21.3% |
| YTD | +16.3% | +0.4% | +15.9% | +15.9% |
| 1Y | +35.1% | +6.2% | +28.8% | +32.3% |
| All | +78.2% | +101.4% | -23.2% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling