+35.4%
AAPL vs U
-5.8%
+41.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -1.3% |
| 7D | -2.7% | +4.5% | -7.2% | -2.9% |
| 30D | +1.0% | -0.6% | +1.6% | +1.0% |
| 3M | +5.0% | +48.4% | -43.5% | +2.8% |
| 6M | +23.0% | +115.4% | -92.3% | +18.7% |
| YTD | +16.6% | -3.2% | +19.8% | +15.5% |
| All | +35.4% | -5.8% | +41.3% | +36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling