+127,577.9%
AAPL vs NTRS
+7,800.3%
+119,777.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.3% |
| 7D | +3.8% | +1.4% | +2.5% | +3.3% |
| 30D | +9.9% | -0.7% | +10.6% | +10.1% |
| 3M | +12.5% | +11.3% | +1.2% | +7.7% |
| 6M | +27.6% | +35.5% | -7.9% | +12.9% |
| YTD | +22.6% | +40.6% | -18.0% | +6.6% |
| 1Y | +45.0% | +49.2% | -4.2% | +23.0% |
| 3Y | +87.8% | +167.2% | -79.5% | +25.5% |
| 5Y | +128.7% | +94.9% | +33.7% | +68.4% |
| 10Y | +1,308.9% | +259.5% | +1,049.4% | +681.5% |
| All | +127,577.9% | +7,800.3% | +119,777.6% | +23,088.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling