+33.9%
AAPL vs NYT
+15.2%
+18.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.5% |
| 7D | +0.1% | -1.3% | +1.4% | +0.2% |
| 30D | +3.0% | +2.7% | +0.2% | +2.6% |
| 3M | +2.9% | -10.3% | +13.2% | +3.4% |
| 6M | +22.1% | -16.6% | +38.7% | +22.5% |
| YTD | +18.0% | -2.3% | +20.3% | +18.1% |
| 1Y | +33.9% | +15.0% | +18.9% | +31.9% |
| All | +33.9% | +15.2% | +18.7% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 1y: compounded portfolio wealth divided by compounded NYT 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…
1y analysis · Full analysis span regression · 6 months rolling