+122,851.5%
AAPL vs PH
+25,185.5%
+97,666.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | +0.1% | -3.1% | +3.1% | +1.3% |
| 30D | +3.0% | -3.2% | +6.2% | +4.0% |
| 3M | +2.9% | +10.6% | -7.7% | -1.9% |
| 6M | +22.1% | -2.1% | +24.2% | +21.7% |
| YTD | +18.0% | +10.2% | +7.8% | +12.0% |
| 1Y | +33.9% | +28.2% | +5.7% | +19.3% |
| 3Y | +71.2% | +134.9% | -63.7% | +17.5% |
| 5Y | +112.6% | +253.6% | -141.0% | +22.8% |
| 10Y | +1,198.8% | +804.7% | +394.0% | +386.8% |
| All | +122,851.5% | +25,185.5% | +97,666.0% | +13,399.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling