+1,306.6%
AAPL vs PWR
+1,818.7%
-512.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | +5.0% | -11.2% | +16.2% | +7.5% |
| 30D | +3.5% | -17.4% | +20.9% | +7.7% |
| 3M | +13.1% | -11.7% | +24.8% | +14.9% |
| 6M | +19.0% | -21.7% | +40.7% | +23.6% |
| YTD | +28.5% | +38.3% | -9.7% | +10.3% |
| 1Y | +29.7% | +29.6% | +0.1% | +13.3% |
| 3Y | +89.2% | +236.1% | -146.9% | +12.6% |
| 5Y | +141.2% | +406.3% | -265.1% | +19.2% |
| 10Y | +1,306.6% | +1,796.7% | -490.1% | +287.4% |
| All | +1,306.6% | +1,818.7% | -512.1% | +287.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling