+124.8%
AAPL vs TSM
+277.5%
-152.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.2% | +4.1% |
| 7D | -0.5% | +2.6% | -3.1% | -1.4% |
| 30D | +7.1% | +1.4% | +5.7% | +6.4% |
| 3M | +12.1% | +5.0% | +7.1% | +9.1% |
| 6M | +25.4% | +24.0% | +1.5% | +14.4% |
| YTD | +20.5% | +41.6% | -21.1% | +4.5% |
| 1Y | +44.5% | +66.2% | -21.6% | +17.7% |
| 3Y | +85.8% | +398.2% | -312.5% | -10.9% |
| 5Y | +124.8% | +277.6% | -152.9% | +18.5% |
| All | +124.8% | +277.5% | -152.7% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TSM.
Daily Out/Under-Performance
Portfolio return minus TSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSM 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 TSM 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