+79.9%
AAPL vs MSI
+69.3%
+10.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | -2.7% | -5.8% | +3.0% | -1.1% |
| 30D | +1.0% | -1.0% | +2.0% | +1.3% |
| 3M | +5.0% | +14.2% | -9.2% | +0.8% |
| 6M | +23.0% | +1.0% | +22.0% | +22.5% |
| YTD | +16.6% | +21.5% | -4.8% | +7.1% |
| 1Y | +33.4% | -2.1% | +35.5% | +35.1% |
| 3Y | +79.9% | +69.3% | +10.5% | +39.1% |
| All | +79.9% | +69.3% | +10.6% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling