+1,249.0%
AAPL vs IP
+26.3%
+1,222.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.8% |
| 7D | -0.7% | -5.1% | +4.4% | +0.9% |
| 30D | +1.7% | +8.5% | -6.8% | -0.9% |
| 3M | +9.7% | -13.8% | +23.5% | +14.2% |
| 6M | +19.3% | +5.7% | +13.6% | +15.7% |
| YTD | +26.3% | -9.1% | +35.4% | +26.8% |
| 1Y | +27.4% | -0.8% | +28.2% | +23.9% |
| 3Y | +93.6% | +14.8% | +78.8% | +70.7% |
| 5Y | +131.7% | -11.5% | +143.2% | +121.7% |
| All | +1,249.0% | +26.3% | +1,222.8% | +1,137.1% |
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