+133.0%
AAPL vs NOW
-26.5%
+159.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.7% | -3.0% | +2.3% | 0.0% |
| 30D | +1.7% | -26.0% | +27.7% | +7.1% |
| 3M | +9.7% | -13.1% | +22.8% | +10.1% |
| 6M | +19.3% | +14.5% | +4.8% | +8.9% |
| YTD | +26.3% | -33.4% | +59.7% | +33.4% |
| 1Y | +27.4% | -40.6% | +68.0% | +39.4% |
| 3Y | +93.6% | -16.3% | +109.9% | +79.5% |
| All | +133.0% | -26.5% | +159.5% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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