+87.8%
AAPL vs PPG
-17.4%
+105.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | +3.8% | -6.2% | +10.1% | +6.4% |
| 30D | +9.9% | -7.9% | +17.9% | +13.4% |
| 3M | +12.5% | -10.2% | +22.7% | +16.8% |
| 6M | +27.6% | +2.7% | +25.0% | +24.3% |
| YTD | +22.6% | +4.9% | +17.7% | +16.9% |
| 1Y | +45.0% | -3.2% | +48.2% | +43.8% |
| 3Y | +87.8% | -17.0% | +104.8% | +86.1% |
| All | +87.8% | -17.4% | +105.1% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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