+135,169.2%
AAPL vs HIG
+995.0%
+134,174.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +4.1% | +2.6% | +1.5% | +3.7% |
| 30D | +4.0% | +4.2% | -0.2% | +3.2% |
| 3M | +16.8% | +0.2% | +16.6% | +16.7% |
| 6M | +19.4% | +4.6% | +14.8% | +18.3% |
| YTD | +31.5% | +1.1% | +30.4% | +31.0% |
| 1Y | +31.0% | +4.7% | +26.3% | +29.7% |
| 3Y | +95.3% | +95.5% | -0.2% | +73.4% |
| 5Y | +143.4% | +111.7% | +31.7% | +112.9% |
| 10Y | +1,330.5% | +263.4% | +1,067.1% | +1,012.4% |
| All | +135,169.2% | +995.0% | +134,174.3% | +69,536.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling