+46,956.4%
AAPL vs TDY
+6,969.6%
+39,986.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.3% | +3.5% |
| 7D | -0.5% | -1.9% | +1.4% | 0.0% |
| 30D | +7.1% | -12.5% | +19.6% | +11.2% |
| 3M | +12.1% | -0.8% | +12.9% | +12.0% |
| 6M | +25.4% | -9.0% | +34.4% | +28.2% |
| YTD | +20.5% | +16.8% | +3.7% | +14.0% |
| 1Y | +44.5% | +9.5% | +35.1% | +39.2% |
| 3Y | +85.8% | +45.4% | +40.4% | +63.5% |
| 5Y | +124.8% | +37.8% | +86.9% | +100.8% |
| 10Y | +1,284.7% | +470.2% | +814.5% | +728.5% |
| All | +46,956.4% | +6,969.6% | +39,986.8% | +15,736.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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