+84.5%
AAPL vs TNA
+99.7%
-15.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.0% | +6.6% | +4.1% |
| 7D | -0.5% | -7.6% | +7.1% | +0.9% |
| 30D | +7.1% | -13.6% | +20.7% | +9.8% |
| 3M | +12.1% | +2.8% | +9.3% | +10.8% |
| 6M | +25.4% | +34.5% | -9.1% | +16.9% |
| YTD | +20.5% | +41.0% | -20.6% | +10.6% |
| 1Y | +44.5% | +52.0% | -7.5% | +29.5% |
| All | +84.5% | +99.7% | -15.2% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 3y: compounded portfolio wealth divided by compounded TNA 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…
3y analysis · Full analysis span regression · 6 months rolling