+123.9%
AAPL vs UUUU
+88.5%
+35.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.3% | +9.9% | +4.1% |
| 7D | -0.5% | -5.0% | +4.5% | -0.1% |
| 30D | +7.1% | -7.8% | +14.9% | +7.7% |
| 3M | +12.1% | -0.4% | +12.5% | +11.5% |
| 6M | +25.4% | -32.9% | +58.3% | +28.6% |
| YTD | +20.5% | -6.3% | +26.7% | +17.3% |
| 1Y | +44.5% | +7.9% | +36.6% | +35.5% |
| 3Y | +85.8% | +85.2% | +0.6% | +53.3% |
| All | +123.9% | +88.5% | +35.4% | +75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling