+94.9%
AAPL vs T
+61.6%
+33.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.4% |
| 7D | +3.7% | +1.7% | +2.0% | +3.5% |
| 30D | +4.2% | -1.7% | +5.9% | +4.2% |
| 3M | +12.0% | -7.3% | +19.3% | +12.6% |
| 6M | +19.8% | -11.2% | +31.0% | +20.7% |
| YTD | +29.3% | -8.1% | +37.4% | +29.8% |
| 1Y | +31.1% | -8.0% | +39.1% | +31.5% |
| 3Y | +94.9% | +62.1% | +32.7% | +95.0% |
| All | +94.9% | +61.6% | +33.2% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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