+142.4%
AAPL vs PL
+33.5%
+108.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +0.1% |
| 7D | +3.2% | +22.3% | -19.1% | +1.7% |
| 30D | +4.1% | -8.3% | +12.4% | +4.4% |
| 3M | +17.5% | -43.3% | +60.8% | +21.5% |
| 6M | +20.6% | -65.8% | +86.4% | +28.3% |
| YTD | +31.0% | -29.5% | +60.5% | +29.9% |
| 1Y | +30.2% | +11.7% | +18.5% | +23.3% |
| 3Y | +92.9% | +540.6% | -447.7% | +41.6% |
| 5Y | +142.4% | +32.9% | +109.5% | +104.5% |
| All | +142.4% | +33.5% | +108.9% | +104.5% |
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 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