+8,803.2%
AAPL vs TEL
+708.6%
+8,094.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.3% |
| 7D | -2.7% | -1.4% | -1.3% | -2.1% |
| 30D | +1.0% | -4.9% | +5.9% | +3.2% |
| 3M | +5.0% | +0.1% | +4.9% | +4.0% |
| 6M | +23.0% | +0.4% | +22.7% | +20.3% |
| YTD | +16.6% | -8.9% | +25.6% | +18.5% |
| 1Y | +33.4% | -0.3% | +33.7% | +28.8% |
| 3Y | +79.9% | +67.6% | +12.3% | +31.7% |
| 5Y | +109.0% | +50.7% | +58.3% | +60.3% |
| 10Y | +1,210.4% | +288.6% | +921.8% | +520.7% |
| All | +8,803.2% | +708.6% | +8,094.6% | +2,696.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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