+1,361.6%
AAPL vs SW
+179.5%
+1,182.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.1% |
| 7D | +3.2% | -3.0% | +6.2% | +3.6% |
| 30D | +4.1% | +4.2% | -0.1% | +3.5% |
| 3M | +17.5% | -11.5% | +29.0% | +19.1% |
| 6M | +20.6% | +8.6% | +12.0% | +19.0% |
| YTD | +31.0% | +15.0% | +16.0% | +28.0% |
| 1Y | +30.2% | +25.7% | +4.6% | +25.9% |
| 3Y | +92.9% | +44.8% | +48.0% | +82.3% |
| 5Y | +142.4% | -1.7% | +144.1% | +131.8% |
| All | +1,361.6% | +179.5% | +1,182.1% | +1,172.7% |
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