+172.2%
AAPL vs PL
+40.9%
+131.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | +4.1% | +10.0% | -5.9% | +3.4% |
| 30D | +4.0% | -2.3% | +6.2% | +3.9% |
| 3M | +16.8% | -44.2% | +61.0% | +21.0% |
| 6M | +19.4% | -66.1% | +85.5% | +27.2% |
| YTD | +31.5% | -30.0% | +61.5% | +30.4% |
| 1Y | +31.0% | +21.0% | +9.9% | +23.2% |
| 3Y | +95.3% | +516.5% | -421.2% | +43.9% |
| 5Y | +143.4% | +32.0% | +111.3% | +98.5% |
| All | +172.2% | +40.9% | +131.3% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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