+33.9%
AAPL vs PSX
+101.0%
-67.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | +0.1% | +4.5% | -4.5% | +0.3% |
| 30D | +3.0% | +26.6% | -23.6% | +4.2% |
| 3M | +2.9% | +39.3% | -36.4% | +4.6% |
| 6M | +22.1% | +56.8% | -34.7% | +24.1% |
| YTD | +18.0% | +101.8% | -83.8% | +18.6% |
| 1Y | +33.9% | +99.6% | -65.7% | +34.4% |
| All | +33.9% | +101.0% | -67.1% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling