+29.9%
AAPL vs TER
+42.7%
-12.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.8% | +12.1% | +5.2% |
| 7D | +1.7% | -19.9% | +21.5% | +1.4% |
| 30D | +5.0% | -43.5% | +48.5% | +4.4% |
| 3M | +13.1% | -37.8% | +50.9% | +12.6% |
| 6M | +26.5% | -25.6% | +52.0% | +23.2% |
| YTD | +28.9% | +29.8% | -0.9% | +21.1% |
| 1Y | +29.9% | +43.2% | -13.3% | +21.1% |
| All | +29.9% | +42.7% | -12.8% | +21.1% |
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