+49.8%
AAPL vs TEM
+53.2%
-3.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | -0.1% |
| 7D | -3.0% | -1.1% | -1.9% | -2.9% |
| 30D | +2.3% | +11.3% | -9.0% | +1.5% |
| 3M | +8.6% | +25.5% | -16.9% | +6.8% |
| 6M | +21.6% | +17.1% | +4.4% | +19.5% |
| YTD | +16.3% | +3.8% | +12.5% | +14.9% |
| 1Y | +35.1% | -24.4% | +59.4% | +35.4% |
| All | +49.8% | +53.2% | -3.4% | +44.0% |
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