+1,243.3%
AAPL vs MSFT
+895.9%
+347.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | +0.1% |
| 7D | -0.7% | +1.7% | -2.3% | -1.9% |
| 30D | +1.7% | +0.2% | +1.5% | +1.2% |
| 3M | +9.7% | +6.4% | +3.3% | +4.7% |
| 6M | +19.3% | +28.7% | -9.4% | -2.7% |
| YTD | +26.3% | +10.4% | +15.9% | +13.0% |
| 1Y | +27.4% | +7.6% | +19.8% | +15.8% |
| 3Y | +93.6% | +52.3% | +41.3% | +31.7% |
| 5Y | +131.7% | +64.5% | +67.2% | +44.5% |
| All | +1,243.3% | +895.9% | +347.4% | +135.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling