+124.8%
AAPL vs HIG
+118.8%
+6.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | -0.5% | -2.3% | +1.8% | +0.4% |
| 30D | +7.1% | -1.2% | +8.3% | +7.6% |
| 3M | +12.1% | +6.3% | +5.8% | +9.2% |
| 6M | +25.4% | +0.6% | +24.8% | +24.7% |
| YTD | +20.5% | +0.6% | +19.8% | +19.7% |
| 1Y | +44.5% | +6.1% | +38.4% | +40.2% |
| 3Y | +85.8% | +102.0% | -16.2% | +31.8% |
| 5Y | +124.8% | +119.2% | +5.5% | +49.2% |
| All | +124.8% | +118.8% | +6.0% | +49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling