+121,072.3%
AAPL vs MO
+15,083.2%
+105,989.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -3.0% | -2.4% | -0.6% | -2.4% |
| 30D | +2.3% | +3.6% | -1.3% | +1.4% |
| 3M | +8.6% | -3.7% | +12.3% | +9.3% |
| 6M | +21.6% | +4.5% | +17.1% | +19.7% |
| YTD | +16.3% | +21.5% | -5.2% | +10.3% |
| 1Y | +35.1% | +9.5% | +25.5% | +30.9% |
| 3Y | +79.4% | +93.6% | -14.2% | +50.0% |
| 5Y | +109.8% | +97.5% | +12.3% | +73.2% |
| 10Y | +1,237.1% | +111.2% | +1,125.9% | +959.0% |
| All | +121,072.3% | +15,083.2% | +105,989.1% | +30,198.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling