+1,249.0%
AAPL vs MAS
+213.7%
+1,035.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.3% |
| 7D | -0.7% | +2.0% | -2.6% | -1.5% |
| 30D | +1.7% | +19.4% | -17.7% | -5.8% |
| 3M | +9.7% | +9.4% | +0.3% | +5.1% |
| 6M | +19.3% | +15.3% | +4.0% | +10.4% |
| YTD | +26.3% | +31.3% | -5.0% | +8.7% |
| 1Y | +27.4% | +34.9% | -7.5% | +8.1% |
| 3Y | +93.6% | +58.6% | +35.0% | +47.6% |
| 5Y | +131.7% | +40.7% | +91.0% | +82.1% |
| All | +1,249.0% | +213.7% | +1,035.3% | +676.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 10y: compounded portfolio wealth divided by compounded MAS 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…
10y analysis · Full analysis span regression · 6 months rolling