+141.2%
AAPL vs PH
+211.9%
-70.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.0% |
| 7D | +5.0% | +2.1% | +2.9% | +3.9% |
| 30D | +3.5% | +0.3% | +3.3% | +3.0% |
| 3M | +13.1% | -8.8% | +21.9% | +16.8% |
| 6M | +19.0% | +10.0% | +9.0% | +12.1% |
| YTD | +28.5% | +10.5% | +18.1% | +19.8% |
| 1Y | +29.7% | +15.5% | +14.2% | +18.1% |
| 3Y | +89.2% | +136.4% | -47.1% | +15.7% |
| 5Y | +141.2% | +213.6% | -72.4% | +15.8% |
| All | +141.2% | +211.9% | -70.7% | +15.8% |
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