+109.4%
AAPL vs IP
-17.2%
+126.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -3.0% |
| 7D | +0.1% | -5.3% | +5.4% | +1.3% |
| 30D | +3.0% | -10.9% | +13.8% | +5.7% |
| 3M | +2.9% | +11.2% | -8.3% | -0.3% |
| 6M | +22.1% | -10.2% | +32.3% | +24.3% |
| YTD | +18.0% | -2.0% | +20.0% | +16.7% |
| 1Y | +33.9% | -19.1% | +53.0% | +39.1% |
| 3Y | +71.2% | +20.9% | +50.3% | +51.9% |
| All | +109.4% | -17.2% | +126.6% | +103.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling