+1,256.1%
AAPL vs SW
+185.4%
+1,070.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.3% |
| 7D | -1.4% | +4.7% | -6.0% | -1.9% |
| 30D | +3.2% | +5.0% | -1.8% | +2.5% |
| 3M | +10.8% | -7.3% | +18.1% | +11.6% |
| 6M | +21.3% | +15.0% | +6.3% | +18.9% |
| YTD | +26.9% | +18.5% | +8.4% | +23.6% |
| 1Y | +27.9% | +27.1% | +0.7% | +23.4% |
| 3Y | +97.5% | +49.3% | +48.2% | +86.0% |
| 5Y | +132.9% | -1.6% | +134.5% | +122.5% |
| All | +1,256.1% | +185.4% | +1,070.8% | +1,050.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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