+294.5%
AAPL vs MP
+257.7%
+36.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.5% | -0.9% |
| 7D | -0.7% | -10.5% | +9.9% | +0.2% |
| 30D | +1.7% | -23.5% | +25.2% | +3.7% |
| 3M | +9.7% | -25.4% | +35.1% | +11.7% |
| 6M | +19.3% | -51.3% | +70.6% | +25.3% |
| YTD | +26.3% | -29.9% | +56.2% | +27.5% |
| 1Y | +27.4% | -31.8% | +59.2% | +28.5% |
| 3Y | +93.6% | +127.0% | -33.4% | +62.7% |
| 5Y | +131.7% | -3.3% | +135.0% | +112.4% |
| All | +294.5% | +257.7% | +36.8% | +253.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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