+127.8%
AAPL vs MO
+99.8%
+27.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +9.9% | +7.1% | +2.8% | +8.9% |
| 3M | +12.5% | -2.0% | +14.4% | +12.6% |
| 6M | +27.6% | +7.3% | +20.3% | +25.9% |
| YTD | +22.6% | +23.5% | -0.9% | +18.3% |
| 1Y | +45.0% | +11.0% | +34.0% | +42.0% |
| 3Y | +87.8% | +95.0% | -7.2% | +61.6% |
| All | +127.8% | +99.8% | +27.9% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 5y: compounded portfolio wealth divided by compounded MO 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…
5y analysis · Full analysis span regression · 6 months rolling