+8,708.5%
AAPL vs TMF
-68.9%
+8,777.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.5% |
| 7D | +0.1% | -1.4% | +1.5% | -0.1% |
| 30D | +3.0% | -2.8% | +5.8% | +2.7% |
| 3M | +2.9% | -10.9% | +13.8% | +1.7% |
| 6M | +22.1% | -21.3% | +43.4% | +19.3% |
| YTD | +18.0% | -15.9% | +33.9% | +16.1% |
| 1Y | +33.9% | -15.7% | +49.7% | +32.0% |
| 3Y | +71.2% | -43.4% | +114.5% | +63.8% |
| 5Y | +112.6% | -87.8% | +200.4% | +67.6% |
| 10Y | +1,198.8% | -86.7% | +1,285.5% | +1,013.4% |
| All | +8,708.5% | -68.9% | +8,777.3% | +10,312.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 all: compounded portfolio wealth divided by compounded TMF 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…
all analysis · Full analysis span regression · 6 months rolling