+33.9%
AAPL vs TE
+132.3%
-98.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.5% |
| 7D | +0.1% | -4.0% | +4.1% | +0.2% |
| 30D | +3.0% | -15.9% | +18.9% | +3.3% |
| 3M | +2.9% | -60.5% | +63.4% | +5.2% |
| 6M | +22.1% | -35.2% | +57.3% | +22.5% |
| YTD | +18.0% | -31.1% | +49.2% | +17.8% |
| 1Y | +33.9% | +148.6% | -114.7% | +30.8% |
| All | +33.9% | +132.3% | -98.4% | +30.8% |
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