+3,273.3%
AAPL vs URA
-31.1%
+3,304.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.7% |
| 7D | +0.1% | +1.1% | -1.0% | -0.2% |
| 30D | +3.0% | +7.4% | -4.4% | +0.9% |
| 3M | +2.9% | -8.4% | +11.3% | +4.3% |
| 6M | +22.1% | -12.7% | +34.8% | +24.3% |
| YTD | +18.0% | +7.8% | +10.2% | +12.5% |
| 1Y | +33.9% | +19.5% | +14.5% | +22.5% |
| 3Y | +71.2% | +116.4% | -45.3% | +27.1% |
| 5Y | +112.6% | +134.3% | -21.7% | +47.5% |
| 10Y | +1,198.8% | +359.3% | +839.5% | +587.1% |
| All | +3,273.3% | -31.1% | +3,304.5% | +2,520.3% |
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