+6,340.8%
AAPL vs SW
+743.1%
+5,597.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.1% | +1.2% | +5.0% |
| 7D | +1.7% | +12.1% | -10.4% | +0.9% |
| 30D | +5.0% | +6.6% | -1.6% | +4.5% |
| 3M | +13.1% | -6.0% | +19.1% | +13.5% |
| 6M | +26.5% | +21.5% | +5.0% | +24.6% |
| YTD | +28.9% | +20.3% | +8.6% | +26.9% |
| 1Y | +29.9% | +28.1% | +1.8% | +27.3% |
| 3Y | +100.5% | +51.6% | +48.9% | +94.0% |
| 5Y | +137.4% | -0.1% | +137.5% | +131.2% |
| 10Y | +1,297.0% | +189.7% | +1,107.3% | +1,200.0% |
| All | +6,340.8% | +743.1% | +5,597.7% | +5,843.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling