+109.4%
AAPL vs META
+65.5%
+43.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.8% |
| 7D | +0.1% | +6.7% | -6.6% | -1.7% |
| 30D | +3.0% | +4.8% | -1.8% | +1.5% |
| 3M | +2.9% | -1.6% | +4.5% | +2.5% |
| 6M | +22.1% | -7.5% | +29.6% | +23.1% |
| YTD | +18.0% | -6.4% | +24.4% | +18.1% |
| 1Y | +33.9% | -17.3% | +51.3% | +38.5% |
| 3Y | +71.2% | +109.9% | -38.8% | +29.9% |
| All | +109.4% | +65.5% | +43.8% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling