+1,254.4%
AAPL vs PH
+804.8%
+449.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.2% | +4.2% |
| 7D | -0.5% | -3.1% | +2.6% | +0.8% |
| 30D | +7.1% | -11.8% | +18.9% | +12.7% |
| 3M | +12.1% | +6.9% | +5.2% | +8.0% |
| 6M | +25.4% | -1.3% | +26.7% | +24.4% |
| YTD | +20.5% | +7.0% | +13.5% | +15.1% |
| 1Y | +44.5% | +23.1% | +21.4% | +29.3% |
| 3Y | +85.8% | +135.4% | -49.6% | +21.8% |
| 5Y | +124.8% | +250.3% | -125.6% | +21.4% |
| All | +1,254.4% | +804.8% | +449.6% | +417.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling