+1,249.0%
AAPL vs MPC
+1,096.9%
+152.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -0.7% | -16.2% | +15.5% | +2.9% |
| 30D | +1.7% | -15.7% | +17.4% | +5.0% |
| 3M | +9.7% | +24.9% | -15.2% | +3.7% |
| 6M | +19.3% | +52.7% | -33.4% | +7.4% |
| YTD | +26.3% | +131.9% | -105.6% | +2.5% |
| 1Y | +27.4% | +96.6% | -69.3% | +7.3% |
| 3Y | +93.6% | +163.8% | -70.2% | +49.0% |
| 5Y | +131.7% | +533.1% | -401.4% | +42.1% |
| All | +1,249.0% | +1,096.9% | +152.2% | +623.1% |
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