+133.0%
AAPL vs META
+78.8%
+54.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.7% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | +1.7% | -15.4% | +17.1% | +6.1% |
| 3M | +9.7% | +3.5% | +6.2% | +7.6% |
| 6M | +19.3% | -0.3% | +19.6% | +17.3% |
| YTD | +26.3% | -7.3% | +33.6% | +25.7% |
| 1Y | +27.4% | -1.1% | +28.5% | +24.1% |
| 3Y | +93.6% | +95.1% | -1.5% | +49.0% |
| All | +133.0% | +78.8% | +54.1% | +63.9% |
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