+166.1%
AAPL vs PL
+45.6%
+120.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | +5.0% | +5.6% | -0.6% | +4.5% |
| 30D | +3.5% | -16.9% | +20.5% | +4.6% |
| 3M | +13.1% | -38.2% | +51.3% | +16.3% |
| 6M | +19.0% | -63.4% | +82.5% | +26.1% |
| YTD | +28.5% | -27.6% | +56.2% | +27.2% |
| 1Y | +29.7% | +6.6% | +23.1% | +23.4% |
| 3Y | +89.2% | +557.6% | -468.4% | +38.6% |
| 5Y | +141.2% | +39.5% | +101.7% | +95.0% |
| All | +166.1% | +45.6% | +120.5% | +112.5% |
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