+27.9%
AAPL vs SW
+25.8%
+2.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.3% |
| 7D | -1.4% | +4.7% | -6.0% | -2.0% |
| 30D | +3.2% | +5.0% | -1.8% | +2.3% |
| 3M | +10.8% | -7.3% | +18.1% | +11.8% |
| 6M | +21.3% | +15.0% | +6.3% | +18.5% |
| YTD | +26.9% | +18.5% | +8.4% | +22.7% |
| 1Y | +27.9% | +27.1% | +0.7% | +23.0% |
| All | +27.9% | +25.8% | +2.1% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling