+133.0%
AAPL vs MP
-5.6%
+138.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.5% | -1.0% |
| 7D | -0.7% | -10.5% | +9.9% | +0.3% |
| 30D | +1.7% | -23.5% | +25.2% | +4.0% |
| 3M | +9.7% | -25.4% | +35.1% | +12.0% |
| 6M | +19.3% | -51.3% | +70.6% | +26.3% |
| YTD | +26.3% | -29.9% | +56.2% | +27.6% |
| 1Y | +27.4% | -31.8% | +59.2% | +28.5% |
| 3Y | +93.6% | +127.0% | -33.4% | +51.3% |
| All | +133.0% | -5.6% | +138.6% | +117.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling