+94.8%
AAPL vs SW
+44.2%
+50.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.8% | +2.2% |
| 7D | +1.8% | -2.6% | +4.3% | +2.2% |
| 30D | +4.3% | +7.2% | -2.9% | +3.0% |
| 3M | +16.6% | -10.5% | +27.1% | +18.7% |
| 6M | +21.6% | +9.9% | +11.7% | +19.0% |
| YTD | +31.2% | +17.2% | +13.9% | +26.0% |
| 1Y | +29.6% | +26.5% | +3.1% | +22.6% |
| All | +94.8% | +44.2% | +50.6% | +88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling