+84.5%
AAPL vs HL
+397.6%
-313.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.0% | +7.5% | +3.8% |
| 7D | -0.5% | -5.6% | +5.1% | -0.2% |
| 30D | +7.1% | +12.7% | -5.6% | +6.1% |
| 3M | +12.1% | +42.5% | -30.4% | +9.2% |
| 6M | +25.4% | -9.0% | +34.4% | +25.2% |
| YTD | +20.5% | +4.4% | +16.1% | +18.1% |
| 1Y | +44.5% | +82.7% | -38.1% | +34.2% |
| All | +84.5% | +397.6% | -313.0% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling