+81,621.3%
AAPL vs MS
+6,088.6%
+75,532.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +0.1% | +1.4% | -1.3% | -0.3% |
| 30D | +3.0% | -0.3% | +3.2% | +3.0% |
| 3M | +2.9% | +0.3% | +2.6% | +2.4% |
| 6M | +22.1% | +31.3% | -9.2% | +12.0% |
| YTD | +18.0% | +24.7% | -6.6% | +9.7% |
| 1Y | +33.9% | +47.9% | -14.0% | +18.1% |
| 3Y | +71.2% | +178.3% | -107.2% | +23.5% |
| 5Y | +112.6% | +144.9% | -32.3% | +58.3% |
| 10Y | +1,198.8% | +804.5% | +394.2% | +547.5% |
| All | +81,621.3% | +6,088.6% | +75,532.8% | +20,814.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling