+1,012.7%
AAPL vs TRU
+228.6%
+784.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.2% |
| 7D | -2.7% | -7.2% | +4.5% | -0.1% |
| 30D | +1.0% | -2.8% | +3.8% | +1.9% |
| 3M | +5.0% | +13.0% | -8.1% | -0.2% |
| 6M | +23.0% | +0.7% | +22.4% | +21.2% |
| YTD | +16.6% | -9.0% | +25.6% | +18.0% |
| 1Y | +33.4% | -16.3% | +49.7% | +38.2% |
| 3Y | +79.9% | -1.1% | +80.9% | +65.3% |
| 5Y | +109.0% | -36.0% | +145.0% | +124.8% |
| 10Y | +1,210.4% | +139.9% | +1,070.5% | +792.0% |
| All | +1,012.7% | +228.6% | +784.2% | +608.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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