+3,597.2%
AAPL vs URA
-48.6%
+3,645.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | +1.0% |
| 7D | +3.7% | +4.3% | -0.6% | +2.5% |
| 30D | +4.2% | -11.7% | +15.9% | +7.0% |
| 3M | +12.0% | -23.5% | +35.6% | +18.5% |
| 6M | +19.8% | -37.8% | +57.5% | +32.3% |
| YTD | +29.3% | -19.6% | +49.0% | +31.6% |
| 1Y | +31.1% | -24.8% | +55.9% | +35.1% |
| 3Y | +94.9% | +47.0% | +47.9% | +59.2% |
| 5Y | +138.1% | +35.4% | +102.7% | +92.0% |
| 10Y | +1,276.0% | +302.3% | +973.6% | +645.9% |
| All | +3,597.2% | -48.6% | +3,645.9% | +2,965.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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