+134,202.5%
AAPL vs USB
+8,296.0%
+125,906.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.9% | +3.4% | +4.8% |
| 7D | +1.7% | +2.4% | -0.7% | +1.0% |
| 30D | +5.0% | +6.6% | -1.6% | +3.0% |
| 3M | +13.1% | -4.1% | +17.2% | +14.3% |
| 6M | +26.5% | +12.5% | +14.0% | +21.8% |
| YTD | +28.9% | +17.6% | +11.3% | +22.4% |
| 1Y | +29.9% | +36.5% | -6.6% | +18.0% |
| 3Y | +100.5% | +95.4% | +5.1% | +62.7% |
| 5Y | +137.4% | +26.1% | +111.2% | +113.3% |
| 10Y | +1,297.0% | +101.3% | +1,195.8% | +954.1% |
| All | +134,202.5% | +8,296.0% | +125,906.5% | +56,598.0% |
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