+110.4%
AAPL vs PH
+253.8%
-143.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -2.7% | +0.4% | -3.1% | -2.9% |
| 30D | +1.0% | -10.8% | +11.8% | +6.0% |
| 3M | +5.0% | +8.5% | -3.5% | +0.2% |
| 6M | +23.0% | +3.9% | +19.1% | +19.1% |
| YTD | +16.6% | +9.4% | +7.2% | +9.9% |
| 1Y | +33.4% | +26.8% | +6.6% | +16.5% |
| 3Y | +79.9% | +140.8% | -60.9% | +10.3% |
| All | +110.4% | +253.8% | -143.4% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling