+84.5%
AAPL vs TW
+20.3%
+64.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.0% | +3.6% |
| 7D | -0.5% | -2.7% | +2.2% | -0.2% |
| 30D | +7.1% | -1.7% | +8.8% | +7.3% |
| 3M | +12.1% | +1.6% | +10.5% | +11.6% |
| 6M | +25.4% | -17.7% | +43.1% | +27.5% |
| YTD | +20.5% | -4.3% | +24.8% | +20.0% |
| 1Y | +44.5% | -13.1% | +57.6% | +45.8% |
| All | +84.5% | +20.3% | +64.3% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 3y: compounded portfolio wealth divided by compounded TW 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…
3y analysis · Full analysis span regression · 6 months rolling