+1,326.9%
AAPL vs MPC
+1,145.2%
+181.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.4% | -1.4% | +1.3% |
| 7D | +1.8% | +2.6% | -0.8% | +1.2% |
| 30D | +4.3% | -12.2% | +16.5% | +6.8% |
| 3M | +16.6% | +20.1% | -3.4% | +11.4% |
| 6M | +21.6% | +60.6% | -39.0% | +8.4% |
| YTD | +31.2% | +150.6% | -119.4% | +4.7% |
| 1Y | +29.6% | +104.7% | -75.1% | +8.3% |
| 3Y | +93.1% | +194.5% | -101.4% | +45.1% |
| 5Y | +146.2% | +582.3% | -436.1% | +48.5% |
| 10Y | +1,326.9% | +1,135.3% | +191.6% | +647.9% |
| All | +1,326.9% | +1,145.2% | +181.7% | +647.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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