+133.0%
AAPL vs PL
+20.8%
+112.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.4% | -10.9% | -1.2% |
| 7D | -0.7% | -6.8% | +6.2% | -0.3% |
| 30D | +1.7% | -29.3% | +31.0% | +3.8% |
| 3M | +9.7% | -44.8% | +54.4% | +13.7% |
| 6M | +19.3% | -68.4% | +87.7% | +27.5% |
| YTD | +26.3% | -36.4% | +62.6% | +26.1% |
| 1Y | +27.4% | +0.7% | +26.7% | +21.5% |
| 3Y | +93.6% | +455.3% | -361.7% | +43.8% |
| All | +133.0% | +20.8% | +112.2% | +96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling