+1,361.6%
AAPL vs HWM
+1,503.5%
-141.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +3.2% | +11.1% | -7.9% | +0.6% |
| 30D | +4.1% | +3.0% | +1.1% | +2.8% |
| 3M | +17.5% | -20.7% | +38.2% | +23.3% |
| 6M | +20.6% | -17.2% | +37.8% | +24.7% |
| YTD | +31.0% | +9.1% | +21.9% | +25.4% |
| 1Y | +30.2% | +9.0% | +21.2% | +24.6% |
| 3Y | +92.9% | +353.8% | -261.0% | +24.5% |
| 5Y | +142.4% | +608.0% | -465.6% | +39.3% |
| All | +1,361.6% | +1,503.5% | -141.9% | +557.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 10y: compounded portfolio wealth divided by compounded HWM 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…
10y analysis · Full analysis span regression · 6 months rolling