+127.8%
AAPL vs SU
+348.9%
-221.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +3.8% | +2.2% | +1.6% | +3.4% |
| 30D | +9.9% | +8.4% | +1.5% | +8.3% |
| 3M | +12.5% | +12.1% | +0.4% | +9.9% |
| 6M | +27.6% | +19.7% | +8.0% | +22.4% |
| YTD | +22.6% | +58.4% | -35.9% | +10.6% |
| 1Y | +45.0% | +67.2% | -22.3% | +29.1% |
| 3Y | +87.8% | +125.0% | -37.3% | +54.8% |
| All | +127.8% | +348.9% | -221.1% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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