+78.2%
AAPL vs UL
+21.6%
+56.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.1% |
| 7D | -3.0% | -3.2% | +0.3% | -2.5% |
| 30D | +2.3% | -0.6% | +2.9% | +2.4% |
| 3M | +8.6% | +9.4% | -0.8% | +7.6% |
| 6M | +21.6% | -4.1% | +25.7% | +22.0% |
| YTD | +16.3% | -2.0% | +18.3% | +16.4% |
| 1Y | +35.1% | -9.0% | +44.0% | +36.4% |
| All | +78.2% | +21.6% | +56.6% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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