+78.2%
AAPL vs PSX
+134.3%
-56.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -3.0% | +1.8% | -4.8% | -3.3% |
| 30D | +2.3% | +21.6% | -19.3% | -1.6% |
| 3M | +8.6% | +46.5% | -37.8% | +0.3% |
| 6M | +21.6% | +62.0% | -40.4% | +8.9% |
| YTD | +16.3% | +106.3% | -90.0% | -2.9% |
| 1Y | +35.1% | +103.0% | -67.9% | +12.8% |
| All | +78.2% | +134.3% | -56.1% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling