+45.0%
AAPL vs SPXU
-36.3%
+81.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.2% | +1.2% |
| 7D | +3.8% | +2.5% | +1.4% | +4.5% |
| 30D | +9.9% | +4.2% | +5.7% | +11.1% |
| 3M | +12.5% | -9.3% | +21.8% | +10.3% |
| 6M | +27.6% | -30.7% | +58.3% | +16.4% |
| YTD | +22.6% | -28.1% | +50.7% | +13.9% |
| 1Y | +45.0% | -35.2% | +80.2% | +30.9% |
| All | +45.0% | -36.3% | +81.3% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling