+143.3%
AAPL vs IP
-13.5%
+156.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.1% | 0.0% |
| 7D | +4.1% | -0.3% | +4.4% | +4.2% |
| 30D | +4.0% | +7.9% | -4.0% | +1.9% |
| 3M | +16.8% | -15.3% | +32.1% | +21.3% |
| 6M | +19.4% | +10.5% | +8.9% | +15.3% |
| YTD | +31.5% | -9.4% | +40.9% | +32.3% |
| 1Y | +31.0% | -4.6% | +35.6% | +29.6% |
| 3Y | +95.3% | +21.2% | +74.0% | +69.9% |
| All | +143.3% | -13.5% | +156.9% | +130.1% |
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 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