+15,565.8%
AAPL vs XBI
+921.6%
+14,644.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.4% |
| 7D | -3.0% | -3.6% | +0.7% | -1.4% |
| 30D | +2.3% | +0.9% | +1.4% | +1.7% |
| 3M | +8.6% | +21.4% | -12.8% | -0.9% |
| 6M | +21.6% | +25.5% | -3.9% | +8.6% |
| YTD | +16.3% | +30.8% | -14.5% | +1.6% |
| 1Y | +35.1% | +68.6% | -33.5% | +4.8% |
| 3Y | +79.4% | +103.9% | -24.6% | +24.0% |
| 5Y | +109.8% | +20.8% | +89.1% | +78.1% |
| 10Y | +1,237.1% | +164.0% | +1,073.1% | +645.8% |
| All | +15,565.8% | +921.6% | +14,644.2% | +3,082.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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