+1,278.0%
AAPL vs UUUU
+465.5%
+812.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.3% |
| 7D | +3.8% | -10.5% | +14.3% | +5.0% |
| 30D | +9.9% | -10.5% | +20.4% | +10.9% |
| 3M | +12.5% | -14.1% | +26.6% | +13.5% |
| 6M | +27.6% | -35.5% | +63.1% | +31.6% |
| YTD | +22.6% | -10.9% | +33.5% | +20.1% |
| 1Y | +45.0% | +3.4% | +41.6% | +37.0% |
| 3Y | +87.8% | +73.1% | +14.6% | +58.4% |
| 5Y | +128.7% | +87.1% | +41.5% | +82.0% |
| All | +1,278.0% | +465.5% | +812.5% | +718.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling