+110,693.7%
AAPL vs MDY
+2,644.5%
+108,049.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.6% |
| 7D | -2.7% | +1.0% | -3.8% | -3.6% |
| 30D | +1.0% | -3.1% | +4.1% | +3.8% |
| 3M | +5.0% | +1.8% | +3.1% | +2.8% |
| 6M | +23.0% | +10.8% | +12.2% | +11.4% |
| YTD | +16.6% | +14.4% | +2.2% | +2.3% |
| 1Y | +33.4% | +15.2% | +18.2% | +15.9% |
| 3Y | +79.9% | +51.2% | +28.7% | +20.0% |
| 5Y | +109.0% | +47.2% | +61.8% | +42.6% |
| 10Y | +1,210.4% | +171.1% | +1,039.3% | +385.4% |
| All | +110,693.7% | +2,644.5% | +108,049.2% | +3,769.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling