+1,361.6%
AAPL vs MPC
+1,165.7%
+195.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.7% |
| 7D | +3.2% | +9.4% | -6.2% | +1.3% |
| 30D | +4.1% | -13.4% | +17.5% | +6.9% |
| 3M | +17.5% | +18.9% | -1.4% | +12.5% |
| 6M | +20.6% | +64.9% | -44.3% | +6.9% |
| YTD | +31.0% | +156.8% | -125.8% | +4.0% |
| 1Y | +30.2% | +113.2% | -83.0% | +7.9% |
| 3Y | +92.9% | +201.8% | -109.0% | +44.1% |
| 5Y | +142.4% | +601.4% | -459.0% | +45.4% |
| All | +1,361.6% | +1,165.7% | +195.9% | +664.8% |
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