+109.0%
AAPL vs TER
+216.0%
-107.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.4% | -2.0% |
| 7D | -2.7% | +11.0% | -13.7% | -4.9% |
| 30D | +1.0% | -1.9% | +2.9% | +0.8% |
| 3M | +5.0% | -0.7% | +5.6% | +1.2% |
| 6M | +23.0% | +36.4% | -13.3% | +5.5% |
| YTD | +16.6% | +92.4% | -75.8% | -11.2% |
| 1Y | +33.4% | +213.5% | -180.1% | -15.2% |
| 3Y | +79.9% | +277.2% | -197.4% | -2.1% |
| 5Y | +109.0% | +219.1% | -110.1% | +14.1% |
| All | +109.0% | +216.0% | -107.0% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling