+69.4%
AAPL vs TEM
+79.0%
-9.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.7% | +6.0% | +0.6% |
| 7D | +4.1% | -5.9% | +10.0% | +4.4% |
| 30D | +4.0% | +4.8% | -0.8% | +3.6% |
| 3M | +16.8% | +31.9% | -15.1% | +14.6% |
| 6M | +19.4% | +56.0% | -36.6% | +15.6% |
| YTD | +31.5% | +21.3% | +10.3% | +28.6% |
| 1Y | +31.0% | +5.4% | +25.6% | +28.9% |
| All | +69.4% | +79.0% | -9.6% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 3y: compounded portfolio wealth divided by compounded TEM 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…
3y analysis · Full analysis span regression · 6 months rolling