+79.9%
AAPL vs SPGI
+17.8%
+62.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | 0.0% |
| 7D | -2.7% | -2.5% | -0.3% | -1.9% |
| 30D | +1.0% | +5.4% | -4.4% | -0.9% |
| 3M | +5.0% | +9.0% | -4.1% | +1.5% |
| 6M | +23.0% | +0.8% | +22.3% | +22.1% |
| YTD | +16.6% | -12.6% | +29.2% | +22.6% |
| 1Y | +33.4% | -16.1% | +49.6% | +43.3% |
| 3Y | +79.9% | +19.0% | +60.9% | +63.0% |
| All | +79.9% | +17.8% | +62.0% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 3y: compounded portfolio wealth divided by compounded SPGI 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…
3y analysis · Full analysis span regression · 6 months rolling