+268.7%
AAPL vs MP
+450.8%
-182.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -2.6% |
| 7D | +0.1% | -2.9% | +2.9% | +0.3% |
| 30D | +3.0% | +13.8% | -10.8% | +1.7% |
| 3M | +2.9% | -16.7% | +19.6% | +4.0% |
| 6M | +22.1% | -11.5% | +33.6% | +22.1% |
| YTD | +18.0% | +7.9% | +10.1% | +15.5% |
| 1Y | +33.9% | -15.0% | +49.0% | +32.4% |
| 3Y | +71.2% | +153.5% | -82.3% | +44.7% |
| 5Y | +112.6% | +58.7% | +53.9% | +88.1% |
| All | +268.7% | +450.8% | -182.1% | +220.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling