+87.8%
AAPL vs NTR
+36.8%
+51.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +3.8% | -1.3% | +5.1% | +3.9% |
| 30D | +9.9% | +16.8% | -6.8% | +9.0% |
| 3M | +12.5% | +20.7% | -8.3% | +11.4% |
| 6M | +27.6% | +0.5% | +27.1% | +27.4% |
| YTD | +22.6% | +29.2% | -6.6% | +19.6% |
| 1Y | +45.0% | +39.6% | +5.4% | +40.3% |
| 3Y | +87.8% | +37.9% | +49.9% | +76.0% |
| All | +87.8% | +36.8% | +51.0% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling