+1,278.0%
AAPL vs MDY
+177.2%
+1,100.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.1% |
| 7D | +3.8% | -1.9% | +5.7% | +5.4% |
| 30D | +9.9% | -4.6% | +14.6% | +14.1% |
| 3M | +12.5% | -1.2% | +13.7% | +13.3% |
| 6M | +27.6% | +9.2% | +18.4% | +18.2% |
| YTD | +22.6% | +13.1% | +9.5% | +10.1% |
| 1Y | +45.0% | +13.0% | +32.0% | +30.0% |
| 3Y | +87.8% | +49.2% | +38.5% | +32.2% |
| 5Y | +128.7% | +47.2% | +81.4% | +62.6% |
| All | +1,278.0% | +177.2% | +1,100.8% | +550.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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