+122,851.5%
AAPL vs USB
+8,537.0%
+114,314.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.4% |
| 7D | +0.1% | +1.4% | -1.4% | -0.3% |
| 30D | +3.0% | -1.3% | +4.3% | +3.3% |
| 3M | +2.9% | +15.2% | -12.3% | -1.5% |
| 6M | +22.1% | +18.8% | +3.3% | +15.8% |
| YTD | +18.0% | +21.0% | -3.0% | +11.2% |
| 1Y | +33.9% | +34.0% | -0.1% | +22.3% |
| 3Y | +71.2% | +95.3% | -24.1% | +38.4% |
| 5Y | +112.6% | +40.4% | +72.2% | +85.2% |
| 10Y | +1,198.8% | +107.3% | +1,091.5% | +871.7% |
| All | +122,851.5% | +8,537.0% | +114,314.5% | +51,413.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling