+109.0%
AAPL vs TLT
-33.6%
+142.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.7% | +0.4% | -3.1% | -2.8% |
| 30D | +1.0% | -0.3% | +1.3% | +1.0% |
| 3M | +5.0% | -1.7% | +6.7% | +5.2% |
| 6M | +23.0% | -4.9% | +27.9% | +23.7% |
| YTD | +16.6% | -2.8% | +19.4% | +17.0% |
| 1Y | +33.4% | -4.2% | +37.6% | +34.0% |
| 3Y | +79.9% | -1.1% | +81.0% | +79.2% |
| 5Y | +109.0% | -33.7% | +142.7% | +98.4% |
| All | +109.0% | -33.6% | +142.6% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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