+29.7%
AAPL vs META
+2.0%
+27.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +5.0% | +3.3% | +1.7% | +4.7% |
| 30D | +3.5% | -10.8% | +14.3% | +4.3% |
| 3M | +13.1% | +7.9% | +5.2% | +11.6% |
| 6M | +19.0% | +5.4% | +13.6% | +17.5% |
| YTD | +28.5% | -2.6% | +31.1% | +26.0% |
| 1Y | +29.7% | +1.9% | +27.8% | +26.5% |
| All | +29.7% | +2.0% | +27.7% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 1y: compounded portfolio wealth divided by compounded META 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…
1y analysis · Full analysis span regression · 6 months rolling