+124.8%
AAPL vs SPXU
-85.5%
+210.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.7% | +4.3% |
| 7D | -0.5% | +6.4% | -6.9% | +2.0% |
| 30D | +7.1% | +5.9% | +1.2% | +9.7% |
| 3M | +12.1% | -11.7% | +23.8% | +7.1% |
| 6M | +25.4% | -28.7% | +54.1% | +11.2% |
| YTD | +20.5% | -26.4% | +46.8% | +8.9% |
| 1Y | +44.5% | -35.2% | +79.8% | +24.9% |
| 3Y | +85.8% | -79.8% | +165.6% | +12.0% |
| 5Y | +124.8% | -86.1% | +210.8% | +41.7% |
| All | +124.8% | -85.5% | +210.3% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling