+1,367.3%
AAPL vs TER
+998.2%
+369.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.8% | +1.8% |
| 7D | +4.1% | +14.4% | -10.2% | +0.2% |
| 30D | +4.0% | -30.6% | +34.5% | +13.2% |
| 3M | +16.8% | -39.2% | +56.0% | +30.0% |
| 6M | +19.4% | -31.3% | +50.7% | +21.7% |
| YTD | +31.5% | +29.1% | +2.4% | +2.8% |
| 1Y | +31.0% | +47.4% | -16.5% | -3.0% |
| 3Y | +95.3% | +191.2% | -95.9% | 0.0% |
| 5Y | +143.4% | +74.0% | +69.4% | +46.6% |
| All | +1,367.3% | +998.2% | +369.2% | +324.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling