+1,155.0%
AAPL vs HWM
+1,494.1%
-339.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +0.1% | -2.1% | +2.2% | +0.5% |
| 30D | +3.0% | -11.0% | +14.0% | +5.8% |
| 3M | +2.9% | +4.0% | -1.1% | +1.4% |
| 6M | +22.1% | -0.2% | +22.3% | +21.1% |
| YTD | +18.0% | +26.7% | -8.6% | +9.8% |
| 1Y | +33.9% | +44.7% | -10.8% | +20.1% |
| 3Y | +71.2% | +426.1% | -354.9% | +7.7% |
| 5Y | +112.6% | +738.5% | -625.9% | +18.7% |
| All | +1,155.0% | +1,494.1% | -339.1% | +473.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling