+1,363.6%
AAPL vs TTD
+525.0%
+838.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.6% | -1.6% | +1.4% |
| 7D | +1.8% | +20.8% | -19.0% | -1.6% |
| 30D | +4.3% | +33.8% | -29.5% | -1.0% |
| 3M | +16.6% | +17.8% | -1.2% | +12.9% |
| 6M | +21.6% | -25.7% | +47.4% | +25.7% |
| YTD | +31.2% | -57.9% | +89.1% | +47.6% |
| 1Y | +29.6% | -63.8% | +93.4% | +49.5% |
| 3Y | +93.1% | -75.0% | +168.1% | +120.2% |
| 5Y | +146.2% | -82.5% | +228.8% | +177.0% |
| All | +1,363.6% | +525.0% | +838.6% | +916.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TTD.
Daily Out/Under-Performance
Portfolio return minus TTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TTD 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 10y: compounded portfolio wealth divided by compounded TTD 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…
10y analysis · Full analysis span regression · 6 months rolling