+87.8%
AAPL vs UUUU
+74.5%
+13.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +1.9% |
| 7D | +3.8% | -10.5% | +14.3% | +4.3% |
| 30D | +9.9% | -10.5% | +20.4% | +10.3% |
| 3M | +12.5% | -14.1% | +26.6% | +13.0% |
| 6M | +27.6% | -35.5% | +63.1% | +29.2% |
| YTD | +22.6% | -10.9% | +33.5% | +21.5% |
| 1Y | +45.0% | +3.4% | +41.6% | +41.0% |
| 3Y | +87.8% | +73.1% | +14.6% | +68.0% |
| All | +87.8% | +74.5% | +13.2% | +68.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling