+87.8%
AAPL vs NTRS
+168.2%
-80.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.4% |
| 7D | +3.8% | +1.4% | +2.5% | +3.4% |
| 30D | +9.9% | -0.7% | +10.6% | +10.1% |
| 3M | +12.5% | +11.3% | +1.2% | +8.3% |
| 6M | +27.6% | +35.5% | -7.9% | +13.6% |
| YTD | +22.6% | +40.6% | -18.0% | +7.2% |
| 1Y | +45.0% | +49.2% | -4.2% | +23.5% |
| 3Y | +87.8% | +167.2% | -79.5% | +35.8% |
| All | +87.8% | +168.2% | -80.4% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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