+122,851.4%
AAPL vs MAS
+1,430.5%
+121,421.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -3.0% |
| 7D | +0.1% | -0.8% | +0.8% | +0.3% |
| 30D | +3.0% | -5.6% | +8.5% | +4.6% |
| 3M | +2.9% | +4.4% | -1.6% | +0.8% |
| 6M | +22.1% | +7.2% | +14.9% | +18.2% |
| YTD | +18.0% | +16.1% | +1.9% | +11.1% |
| 1Y | +33.9% | +0.1% | +33.8% | +31.4% |
| 3Y | +71.2% | +28.3% | +42.9% | +53.9% |
| 5Y | +112.6% | +30.5% | +82.1% | +88.3% |
| 10Y | +1,198.8% | +139.1% | +1,059.6% | +852.8% |
| All | +122,851.4% | +1,430.5% | +121,421.0% | +45,535.3% |
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