+122,851.5%
AAPL vs UL
+2,661.1%
+120,190.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.1% | -1.3% | +1.4% | +0.5% |
| 30D | +3.0% | +0.5% | +2.5% | +2.8% |
| 3M | +2.9% | +17.6% | -14.7% | -2.7% |
| 6M | +22.1% | -5.4% | +27.5% | +23.7% |
| YTD | +18.0% | +0.7% | +17.3% | +17.0% |
| 1Y | +33.9% | -9.3% | +43.2% | +37.0% |
| 3Y | +71.2% | +24.5% | +46.6% | +55.6% |
| 5Y | +112.6% | +23.2% | +89.4% | +91.5% |
| 10Y | +1,198.8% | +64.5% | +1,134.3% | +948.8% |
| All | +122,851.5% | +2,661.1% | +120,190.4% | +40,782.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling