+768.7%
AAPL vs MDB
+986.0%
-217.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.4% |
| 7D | -3.0% | -4.5% | +1.6% | -2.2% |
| 30D | +2.3% | -14.0% | +16.3% | +4.4% |
| 3M | +8.6% | +5.3% | +3.3% | +6.5% |
| 6M | +21.6% | +31.9% | -10.3% | +13.3% |
| YTD | +16.3% | -14.6% | +30.9% | +15.5% |
| 1Y | +35.1% | +8.2% | +26.8% | +27.6% |
| 3Y | +79.4% | -5.0% | +84.4% | +61.5% |
| 5Y | +109.8% | -24.5% | +134.4% | +78.8% |
| All | +768.7% | +986.0% | -217.3% | +314.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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