+240,459.6%
AAPL vs PWR
+8,011.0%
+232,448.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | +5.0% | -11.2% | +16.2% | +7.0% |
| 30D | +3.5% | -17.4% | +20.9% | +6.8% |
| 3M | +13.1% | -11.7% | +24.8% | +14.6% |
| 6M | +19.0% | -21.7% | +40.7% | +22.4% |
| YTD | +28.5% | +38.3% | -9.7% | +16.2% |
| 1Y | +29.7% | +29.6% | +0.1% | +18.6% |
| 3Y | +89.2% | +236.1% | -146.9% | +37.5% |
| 5Y | +141.2% | +406.3% | -265.1% | +58.5% |
| 10Y | +1,306.6% | +1,796.7% | -490.1% | +583.2% |
| All | +240,459.6% | +8,011.0% | +232,448.5% | +72,642.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling