+130,135.9%
AAPL vs SNY
+241.9%
+129,894.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +3.8% | -3.3% | +7.2% | +5.1% |
| 30D | +9.9% | -2.2% | +12.1% | +10.8% |
| 3M | +12.5% | -3.0% | +15.5% | +13.6% |
| 6M | +27.6% | +2.7% | +24.9% | +25.9% |
| YTD | +22.6% | -6.8% | +29.4% | +25.1% |
| 1Y | +45.0% | -5.3% | +50.2% | +46.5% |
| 3Y | +87.8% | -9.8% | +97.5% | +87.0% |
| 5Y | +128.7% | +9.7% | +119.0% | +106.5% |
| 10Y | +1,308.9% | +64.5% | +1,244.4% | +967.5% |
| All | +130,135.9% | +241.9% | +129,894.0% | +64,635.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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