+132.9%
AAPL vs USB
+22.2%
+110.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.8% |
| 7D | -1.4% | -1.5% | +0.1% | -0.9% |
| 30D | +3.2% | +4.3% | -1.1% | +1.7% |
| 3M | +10.8% | -6.1% | +16.8% | +12.9% |
| 6M | +21.3% | +9.4% | +11.9% | +17.2% |
| YTD | +26.9% | +15.2% | +11.8% | +20.3% |
| 1Y | +27.9% | +32.8% | -4.9% | +15.4% |
| 3Y | +97.5% | +91.3% | +6.2% | +57.4% |
| 5Y | +132.9% | +22.7% | +110.3% | +114.5% |
| All | +132.9% | +22.2% | +110.7% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 5y: compounded portfolio wealth divided by compounded USB 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…
5y analysis · Full analysis span regression · 6 months rolling