+121,410.6%
AAPL vs HL
+60.3%
+121,350.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.1% |
| 7D | -2.7% | +7.1% | -9.8% | -3.2% |
| 30D | +1.0% | +21.4% | -20.4% | -0.3% |
| 3M | +5.0% | +37.4% | -32.5% | +2.7% |
| 6M | +23.0% | +0.4% | +22.6% | +22.3% |
| YTD | +16.6% | +6.7% | +9.9% | +14.9% |
| 1Y | +33.4% | +102.4% | -68.9% | +25.7% |
| 3Y | +79.9% | +417.4% | -337.5% | +57.4% |
| 5Y | +109.0% | +243.3% | -134.3% | +84.7% |
| 10Y | +1,210.4% | +242.6% | +967.9% | +998.5% |
| All | +121,410.6% | +60.3% | +121,350.3% | +93,507.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling