+1,367.3%
AAPL vs TTMI
+394.2%
+973.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TTMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +0.9% |
| 7D | +4.1% | +11.4% | -7.2% | +1.9% |
| 30D | +4.0% | -28.3% | +32.3% | +8.2% |
| 3M | +16.8% | -46.7% | +63.5% | +27.4% |
| 6M | +19.4% | -56.1% | +75.5% | +32.2% |
| YTD | +31.5% | +7.4% | +24.1% | +11.7% |
| 1Y | +31.0% | +17.4% | +13.6% | +7.2% |
| 3Y | +95.3% | +429.1% | -333.9% | -5.0% |
| 5Y | +143.4% | +418.8% | -275.4% | +14.1% |
| All | +1,367.3% | +394.2% | +973.1% | +550.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TTMI.
Daily Out/Under-Performance
Portfolio return minus TTMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TTMI 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 TTMI 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