+122,851.5%
AAPL vs MSI
+4,035.2%
+118,816.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.2% |
| 7D | +0.1% | -3.7% | +3.8% | +1.5% |
| 30D | +3.0% | +6.8% | -3.9% | +0.3% |
| 3M | +2.9% | +14.3% | -11.4% | -2.4% |
| 6M | +22.1% | -1.6% | +23.7% | +21.6% |
| YTD | +18.0% | +22.8% | -4.8% | +7.8% |
| 1Y | +33.9% | -1.1% | +35.0% | +32.2% |
| 3Y | +71.2% | +70.5% | +0.7% | +37.1% |
| 5Y | +112.6% | +102.8% | +9.8% | +59.2% |
| 10Y | +1,198.8% | +597.4% | +601.4% | +510.6% |
| All | +122,851.5% | +4,035.2% | +118,816.3% | +21,088.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling