+1,367.3%
AAPL vs SPXU
-99.5%
+1,466.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.9% |
| 7D | +4.1% | -7.6% | +11.7% | +1.1% |
| 30D | +4.0% | +5.3% | -1.4% | +6.9% |
| 3M | +16.8% | +9.6% | +7.2% | +22.3% |
| 6M | +19.4% | -4.5% | +23.9% | +18.9% |
| YTD | +31.5% | -25.9% | +57.4% | +20.0% |
| 1Y | +31.0% | -28.9% | +59.8% | +17.8% |
| 3Y | +95.3% | -80.5% | +175.8% | +16.9% |
| 5Y | +143.4% | -83.4% | +226.7% | +67.0% |
| All | +1,367.3% | -99.5% | +1,466.8% | +294.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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