+33.4%
AAPL vs MPC
+124.8%
-91.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.2% |
| 7D | -2.7% | +3.9% | -6.6% | -2.7% |
| 30D | +1.0% | +33.8% | -32.7% | +1.4% |
| 3M | +5.0% | +49.9% | -44.9% | +5.4% |
| 6M | +23.0% | +80.9% | -57.9% | +22.1% |
| YTD | +16.6% | +147.4% | -130.8% | +11.4% |
| 1Y | +33.4% | +123.2% | -89.8% | +29.4% |
| All | +33.4% | +124.8% | -91.3% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling