+33.9%
AAPL vs MSFT
-0.1%
+34.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.3% |
| 7D | +0.1% | -2.7% | +2.8% | +0.3% |
| 30D | +3.0% | +2.7% | +0.3% | +2.7% |
| 3M | +2.9% | +17.0% | -14.1% | +0.5% |
| 6M | +22.1% | +23.8% | -1.7% | +17.5% |
| YTD | +18.0% | +4.0% | +14.0% | +15.1% |
| 1Y | +33.9% | -0.8% | +34.8% | +32.3% |
| All | +33.9% | -0.1% | +34.0% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFT.
Daily Out/Under-Performance
Portfolio return minus MSFT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFT 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 MSFT 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