+1,276.0%
AAPL vs IP
+31.6%
+1,244.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.9% | -0.5% | +1.6% |
| 7D | +3.7% | -3.0% | +6.7% | +4.6% |
| 30D | +4.2% | +10.6% | -6.4% | +0.9% |
| 3M | +12.0% | -13.6% | +25.6% | +16.6% |
| 6M | +19.8% | +10.4% | +9.4% | +14.7% |
| YTD | +29.3% | -6.5% | +35.8% | +28.8% |
| 1Y | +31.1% | -2.1% | +33.2% | +28.3% |
| 3Y | +94.9% | +22.0% | +72.9% | +68.2% |
| 5Y | +138.1% | -9.7% | +147.8% | +126.5% |
| 10Y | +1,276.0% | +26.8% | +1,249.2% | +1,096.4% |
| All | +1,276.0% | +31.6% | +1,244.3% | +1,096.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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