+35.1%
AAPL vs HWM
+30.4%
+4.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.3% |
| 7D | -3.0% | -8.0% | +5.1% | -2.4% |
| 30D | +2.3% | -18.0% | +20.3% | +3.5% |
| 3M | +8.6% | -9.5% | +18.1% | +9.1% |
| 6M | +21.6% | -8.4% | +29.9% | +21.0% |
| YTD | +16.3% | +13.6% | +2.7% | +14.9% |
| 1Y | +35.1% | +30.2% | +4.8% | +34.2% |
| All | +35.1% | +30.4% | +4.7% | +34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling