+143.3%
AAPL vs MSFT
+61.7%
+81.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +4.1% | -1.3% | +5.4% | +4.8% |
| 30D | +4.0% | -1.8% | +5.8% | +4.8% |
| 3M | +16.8% | +5.6% | +11.2% | +13.0% |
| 6M | +19.4% | +29.8% | -10.4% | +1.1% |
| YTD | +31.5% | +9.0% | +22.5% | +22.5% |
| 1Y | +31.0% | +4.9% | +26.0% | +24.9% |
| 3Y | +95.3% | +46.2% | +49.1% | +44.0% |
| All | +143.3% | +61.7% | +81.6% | +64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling