+1,278.0%
AAPL vs SPXU
-99.6%
+1,377.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.2% | +0.8% |
| 7D | +3.8% | +2.5% | +1.4% | +4.9% |
| 30D | +9.9% | +4.2% | +5.7% | +11.9% |
| 3M | +12.5% | -9.3% | +21.8% | +8.6% |
| 6M | +27.6% | -30.7% | +58.3% | +11.8% |
| YTD | +22.6% | -28.1% | +50.7% | +9.6% |
| 1Y | +45.0% | -35.2% | +80.2% | +25.3% |
| 3Y | +87.8% | -79.9% | +167.7% | +13.9% |
| 5Y | +128.7% | -86.4% | +215.1% | +44.7% |
| All | +1,278.0% | -99.6% | +1,377.5% | +287.4% |
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