+3,649.3%
AAPL vs URA
-49.7%
+3,699.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.6% | +1.7% |
| 7D | +1.8% | +2.9% | -1.1% | +1.0% |
| 30D | +4.3% | -10.8% | +15.1% | +6.9% |
| 3M | +16.6% | -25.5% | +42.2% | +24.2% |
| 6M | +21.6% | -41.2% | +62.8% | +36.3% |
| YTD | +31.2% | -21.3% | +52.4% | +34.1% |
| 1Y | +29.6% | -25.7% | +55.3% | +33.9% |
| 3Y | +93.1% | +43.1% | +50.1% | +58.9% |
| 5Y | +146.2% | +35.6% | +110.6% | +98.4% |
| 10Y | +1,326.9% | +281.3% | +1,045.6% | +684.2% |
| All | +3,649.3% | -49.7% | +3,699.0% | +3,023.6% |
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