+29.9%
AAPL vs TE
-16.5%
+46.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.5% | +8.8% | +5.4% |
| 7D | +1.7% | +3.8% | -2.2% | +1.6% |
| 30D | +5.0% | -26.2% | +31.2% | +5.5% |
| 3M | +13.1% | -49.7% | +62.8% | +14.5% |
| 6M | +26.5% | -46.5% | +73.0% | +26.8% |
| YTD | +28.9% | -59.1% | +88.0% | +29.6% |
| 1Y | +29.9% | -25.8% | +55.7% | +27.1% |
| All | +29.9% | -16.5% | +46.4% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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