+94.9%
AAPL vs HWM
+348.7%
-253.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.1% | -2.6% | +1.6% |
| 7D | +3.7% | +1.6% | +2.1% | +3.2% |
| 30D | +4.2% | -3.9% | +8.1% | +4.7% |
| 3M | +12.0% | -23.2% | +35.3% | +17.2% |
| 6M | +19.8% | -20.0% | +39.8% | +24.0% |
| YTD | +29.3% | +5.7% | +23.6% | +24.7% |
| 1Y | +31.1% | +4.9% | +26.2% | +26.6% |
| 3Y | +94.9% | +347.0% | -252.1% | +35.7% |
| All | +94.9% | +348.7% | -253.9% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling