+204.6%
AAPL vs U
-43.3%
+247.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -3.0% | +4.4% | -7.3% | -3.6% |
| 30D | +2.3% | -1.3% | +3.6% | +2.4% |
| 3M | +8.6% | +49.6% | -41.0% | +1.8% |
| 6M | +21.6% | +100.2% | -78.6% | +8.3% |
| YTD | +16.3% | -3.7% | +20.0% | +13.6% |
| 1Y | +35.1% | -6.5% | +41.6% | +31.3% |
| 3Y | +79.4% | +12.9% | +66.5% | +58.9% |
| 5Y | +109.8% | -68.3% | +178.1% | +102.6% |
| All | +204.6% | -43.3% | +247.8% | +169.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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