+136,369.7%
AAPL vs PH
+25,064.5%
+111,305.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.5% |
| 7D | +3.2% | +7.4% | -4.2% | +0.3% |
| 30D | +4.1% | +0.5% | +3.6% | +3.4% |
| 3M | +17.5% | -10.2% | +27.8% | +21.7% |
| 6M | +20.6% | +8.9% | +11.7% | +14.9% |
| YTD | +31.0% | +9.7% | +21.3% | +23.9% |
| 1Y | +30.2% | +12.8% | +17.4% | +21.6% |
| 3Y | +92.9% | +134.6% | -41.7% | +32.2% |
| 5Y | +142.4% | +204.5% | -62.1% | +47.9% |
| 10Y | +1,324.9% | +697.5% | +627.4% | +458.6% |
| All | +136,369.7% | +25,064.5% | +111,305.2% | +14,825.3% |
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