+33.9%
AAPL vs TECH
+36.9%
-3.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +3.0% | +0.7% | +2.3% | +3.0% |
| 3M | +2.9% | +36.3% | -33.5% | +2.6% |
| 6M | +22.1% | +25.6% | -3.5% | +22.3% |
| YTD | +18.0% | +23.7% | -5.7% | +18.6% |
| 1Y | +33.9% | +37.6% | -3.7% | +32.8% |
| All | +33.9% | +36.9% | -3.0% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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