+209.0%
AAPL vs U
-44.5%
+253.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.4% |
| 7D | +0.1% | -3.8% | +3.9% | +0.6% |
| 30D | +3.0% | +17.5% | -14.5% | +0.3% |
| 3M | +2.9% | +38.7% | -35.8% | -2.5% |
| 6M | +22.1% | +104.4% | -82.3% | +8.4% |
| YTD | +18.0% | -5.7% | +23.7% | +15.7% |
| 1Y | +33.9% | +3.7% | +30.3% | +27.8% |
| 3Y | +71.2% | +12.3% | +58.8% | +51.6% |
| 5Y | +112.6% | -68.8% | +181.4% | +105.8% |
| All | +209.0% | -44.5% | +253.5% | +174.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling