+33.9%
AAPL vs TER
+203.7%
-169.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.4% | -8.0% | -2.6% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | +3.0% | -8.3% | +11.3% | +3.1% |
| 3M | +2.9% | -12.2% | +15.1% | +2.4% |
| 6M | +22.1% | +17.0% | +5.1% | +17.1% |
| YTD | +18.0% | +84.6% | -66.6% | +8.7% |
| 1Y | +33.9% | +199.8% | -165.9% | +13.9% |
| All | +33.9% | +203.7% | -169.8% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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