+109.0%
AAPL vs PWR
+458.8%
-349.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.6% |
| 7D | -2.7% | +4.5% | -7.3% | -3.6% |
| 30D | +1.0% | -4.9% | +5.9% | +1.8% |
| 3M | +5.0% | -7.9% | +12.8% | +5.8% |
| 6M | +23.0% | +18.3% | +4.7% | +15.7% |
| YTD | +16.6% | +51.5% | -34.9% | +2.6% |
| 1Y | +33.4% | +70.3% | -36.9% | +13.0% |
| 3Y | +79.9% | +210.6% | -130.7% | +20.7% |
| 5Y | +109.0% | +456.7% | -347.7% | +7.9% |
| All | +109.0% | +458.8% | -349.8% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PWR 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling