+6,169.9%
MU vs AAPL
+1,217.8%
+4,952.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.0% | +2.9% |
| 7D | +7.5% | -3.0% | +10.5% | +9.6% |
| 30D | +19.4% | +2.3% | +17.1% | +16.8% |
| 3M | +9.8% | +8.6% | +1.2% | +0.4% |
| 6M | +164.1% | +21.6% | +142.6% | +121.9% |
| YTD | +260.3% | +16.3% | +244.0% | +210.2% |
| 1Y | +661.2% | +35.1% | +626.1% | +483.6% |
| 3Y | +1,380.8% | +79.4% | +1,301.5% | +793.2% |
| 5Y | +1,346.4% | +109.8% | +1,236.5% | +665.6% |
| 10Y | +6,169.9% | +1,237.1% | +4,932.9% | +658.5% |
| All | +6,169.9% | +1,217.8% | +4,952.2% | +658.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAPL.
Daily Out/Under-Performance
Portfolio return minus AAPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAPL 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 AAPL 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