+124.8%
AAPL vs HL
+232.7%
-107.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.0% | +7.5% | +3.9% |
| 7D | -0.5% | -5.6% | +5.1% | 0.0% |
| 30D | +7.1% | +12.7% | -5.6% | +5.7% |
| 3M | +12.1% | +42.5% | -30.4% | +8.0% |
| 6M | +25.4% | -9.0% | +34.4% | +25.3% |
| YTD | +20.5% | +4.4% | +16.1% | +17.4% |
| 1Y | +44.5% | +82.7% | -38.1% | +31.4% |
| 3Y | +85.8% | +406.3% | -320.5% | +44.8% |
| 5Y | +124.8% | +238.2% | -113.4% | +77.5% |
| All | +124.8% | +232.7% | -107.9% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling