+87.8%
AAPL vs IJH
+49.7%
+38.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.2% |
| 7D | +3.8% | -1.9% | +5.7% | +5.1% |
| 30D | +9.9% | -4.6% | +14.6% | +13.4% |
| 3M | +12.5% | -1.2% | +13.6% | +13.1% |
| 6M | +27.6% | +9.4% | +18.2% | +19.1% |
| YTD | +22.6% | +13.3% | +9.2% | +11.4% |
| 1Y | +45.0% | +13.4% | +31.6% | +31.4% |
| 3Y | +87.8% | +50.4% | +37.3% | +43.4% |
| All | +87.8% | +49.7% | +38.0% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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