+95.3%
AAPL vs MPC
+203.2%
-108.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +4.1% | +11.2% | -7.1% | +2.8% |
| 30D | +4.0% | -14.5% | +18.5% | +5.9% |
| 3M | +16.8% | +16.7% | +0.1% | +13.5% |
| 6M | +19.4% | +67.6% | -48.2% | +9.0% |
| YTD | +31.5% | +157.9% | -126.4% | +8.2% |
| 1Y | +31.0% | +116.7% | -85.7% | +12.3% |
| 3Y | +95.3% | +199.8% | -104.5% | +52.5% |
| All | +95.3% | +203.2% | -108.0% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling