+134,202.5%
AAPL vs MAS
+1,727.7%
+132,474.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.6% | -0.3% | +3.6% |
| 7D | +1.7% | +14.2% | -12.5% | -2.3% |
| 30D | +5.0% | +26.8% | -21.8% | -2.3% |
| 3M | +13.1% | +13.1% | -0.1% | +8.7% |
| 6M | +26.5% | +27.9% | -1.4% | +16.3% |
| YTD | +28.9% | +38.7% | -9.7% | +14.9% |
| 1Y | +29.9% | +40.4% | -10.5% | +15.2% |
| 3Y | +100.5% | +66.1% | +34.4% | +67.1% |
| 5Y | +137.4% | +47.4% | +89.9% | +102.5% |
| 10Y | +1,297.0% | +238.3% | +1,058.7% | +830.2% |
| All | +134,202.5% | +1,727.7% | +132,474.8% | +47,092.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling