+33.9%
AAPL vs SN
+46.4%
-12.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.4% |
| 7D | +0.1% | -9.3% | +9.4% | +0.7% |
| 30D | +3.0% | -4.8% | +7.8% | +3.1% |
| 3M | +2.9% | +40.4% | -37.5% | +0.2% |
| 6M | +22.1% | +50.9% | -28.8% | +17.0% |
| YTD | +18.0% | +54.9% | -36.9% | +13.5% |
| 1Y | +33.9% | +43.0% | -9.1% | +14.7% |
| All | +33.9% | +46.4% | -12.4% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 1y: compounded portfolio wealth divided by compounded SN 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…
1y analysis · Full analysis span regression · 6 months rolling