+7,725.2%
AAPL vs MUB
+76.3%
+7,649.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | -0.9% | +0.9% | +0.5% |
| 30D | +3.0% | -1.4% | +4.4% | +3.6% |
| 3M | +2.9% | -2.2% | +5.0% | +3.9% |
| 6M | +22.1% | -1.9% | +24.0% | +23.2% |
| YTD | +18.0% | -0.8% | +18.8% | +18.4% |
| 1Y | +33.9% | +2.7% | +31.2% | +32.3% |
| 3Y | +71.2% | +8.6% | +62.6% | +65.4% |
| 5Y | +112.6% | +2.0% | +110.6% | +109.2% |
| 10Y | +1,198.8% | +17.9% | +1,180.8% | +1,156.9% |
| All | +7,725.2% | +76.3% | +7,649.0% | +7,525.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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