+1,237.1%
AAPL vs PWR
+2,367.8%
-1,130.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.2% |
| 7D | -3.0% | +2.7% | -5.6% | -3.7% |
| 30D | +2.3% | -5.1% | +7.4% | +3.5% |
| 3M | +8.6% | -9.4% | +18.0% | +10.0% |
| 6M | +21.6% | +10.4% | +11.1% | +14.9% |
| YTD | +16.3% | +48.6% | -32.3% | -0.4% |
| 1Y | +35.1% | +68.0% | -33.0% | +10.3% |
| 3Y | +79.4% | +204.7% | -125.4% | +13.4% |
| 5Y | +109.8% | +451.9% | -342.1% | +3.5% |
| 10Y | +1,237.1% | +2,425.3% | -1,188.3% | +281.3% |
| All | +1,237.1% | +2,367.8% | -1,130.8% | +281.3% |
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