+29.9%
AAPL vs TRI
-22.4%
+52.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.4% | -1.1% | +4.8% |
| 7D | +1.7% | +1.0% | +0.7% | +1.5% |
| 30D | +5.0% | +20.8% | -15.8% | +3.7% |
| 3M | +13.1% | +8.1% | +5.0% | +12.3% |
| 6M | +26.5% | +24.2% | +2.3% | +24.4% |
| YTD | +28.9% | -7.8% | +36.7% | +27.7% |
| 1Y | +29.9% | -16.7% | +46.6% | +31.5% |
| All | +29.9% | -22.4% | +52.3% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling