+94.8%
AAPL vs PL
+560.8%
-466.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.6% | +2.0% |
| 7D | +1.8% | +13.4% | -11.6% | +1.2% |
| 30D | +4.3% | -10.2% | +14.4% | +4.6% |
| 3M | +16.6% | -39.5% | +56.1% | +18.6% |
| 6M | +21.6% | -65.7% | +87.3% | +26.2% |
| YTD | +31.2% | -27.3% | +58.5% | +30.3% |
| 1Y | +29.6% | +15.0% | +14.6% | +25.1% |
| All | +94.8% | +560.8% | -466.0% | +61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling