+11,469.3%
AAPL vs UUUU
-92.0%
+11,561.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -3.0% | +1.8% | -4.8% | -3.1% |
| 30D | +2.3% | +1.8% | +0.5% | +2.0% |
| 3M | +8.6% | +1.3% | +7.4% | +8.1% |
| 6M | +21.6% | -26.8% | +48.3% | +23.0% |
| YTD | +16.3% | +0.1% | +16.2% | +14.2% |
| 1Y | +35.1% | +11.2% | +23.8% | +30.3% |
| 3Y | +79.4% | +97.7% | -18.3% | +61.6% |
| 5Y | +109.8% | +127.3% | -17.5% | +82.9% |
| 10Y | +1,237.1% | +532.6% | +704.5% | +926.3% |
| All | +11,469.3% | -92.0% | +11,561.2% | +8,604.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling