+44.5%
AAPL vs MAGS
+13.0%
+31.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAGS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.6% |
| 7D | -0.5% | -1.8% | +1.3% | +0.2% |
| 30D | +7.1% | +1.1% | +6.0% | +6.6% |
| 3M | +12.1% | +7.7% | +4.4% | +8.3% |
| 6M | +25.4% | +11.7% | +13.7% | +18.6% |
| YTD | +20.5% | +4.9% | +15.6% | +17.0% |
| 1Y | +44.5% | +14.3% | +30.2% | +32.8% |
| All | +44.5% | +13.0% | +31.5% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAGS.
Daily Out/Under-Performance
Portfolio return minus MAGS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAGS 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 1y: compounded portfolio wealth divided by compounded MAGS 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…
1y analysis · Full analysis span regression · 6 months rolling