+323.5%
AAPL vs TE
-48.3%
+371.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.0% | -11.2% | -1.7% |
| 7D | -2.7% | +18.2% | -21.0% | -3.7% |
| 30D | +1.0% | -13.5% | +14.5% | +1.6% |
| 3M | +5.0% | -44.6% | +49.5% | +7.5% |
| 6M | +23.0% | -24.7% | +47.7% | +22.1% |
| YTD | +16.6% | -24.3% | +40.9% | +14.8% |
| 1Y | +33.4% | +155.6% | -122.1% | +18.8% |
| 3Y | +79.9% | -18.3% | +98.1% | +68.3% |
| 5Y | +109.0% | -41.3% | +150.3% | +97.0% |
| All | +323.5% | -48.3% | +371.7% | +345.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling