+141.2%
AAPL vs U
-68.6%
+209.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | +5.0% | +24.4% | -19.4% | +1.5% |
| 30D | +3.5% | +7.4% | -3.9% | +2.0% |
| 3M | +13.1% | +16.8% | -3.7% | +9.8% |
| 6M | +19.0% | +78.8% | -59.7% | +7.7% |
| YTD | +28.5% | +14.0% | +14.6% | +21.9% |
| 1Y | +29.7% | +16.7% | +13.0% | +22.1% |
| 3Y | +89.2% | +86.4% | +2.9% | +53.4% |
| 5Y | +141.2% | -71.5% | +212.7% | +141.3% |
| All | +141.2% | -68.6% | +209.8% | +141.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling