+124.8%
AAPL vs NEM
+153.1%
-28.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.0% | +5.6% | +3.7% |
| 7D | -0.5% | -3.3% | +2.8% | -0.3% |
| 30D | +7.1% | +7.8% | -0.7% | +6.4% |
| 3M | +12.1% | +36.3% | -24.2% | +9.3% |
| 6M | +25.4% | +6.6% | +18.9% | +24.2% |
| YTD | +20.5% | +27.1% | -6.7% | +17.3% |
| 1Y | +44.5% | +62.3% | -17.8% | +37.2% |
| 3Y | +85.8% | +245.1% | -159.3% | +62.9% |
| 5Y | +124.8% | +154.0% | -29.2% | +108.8% |
| All | +124.8% | +153.1% | -28.3% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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