+27.4%
AAPL vs MS
+12.8%
+14.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.7% | -1.6% | +0.9% | -0.3% |
| 30D | +1.7% | -3.8% | +5.5% | +2.4% |
| 3M | +9.7% | -14.6% | +24.3% | +13.0% |
| 6M | +19.3% | -5.1% | +24.4% | +18.2% |
| YTD | +26.3% | +4.5% | +21.8% | +21.4% |
| 1Y | +27.4% | +13.5% | +13.8% | +20.5% |
| All | +27.4% | +12.8% | +14.6% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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