+906.2%
MU vs AAPL
+94.3%
+811.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.4% | +3.8% | +5.2% |
| 7D | -12.0% | +3.7% | -15.7% | -13.4% |
| 30D | -28.7% | +4.2% | -32.9% | -30.1% |
| 3M | -16.4% | +12.0% | -28.5% | -21.2% |
| 6M | -1.8% | +19.8% | -21.6% | -12.5% |
| YTD | +157.1% | +29.3% | +127.7% | +117.2% |
| 1Y | +208.5% | +31.1% | +177.4% | +158.6% |
| 3Y | +906.2% | +94.9% | +811.3% | +583.2% |
| All | +906.2% | +94.3% | +811.9% | +583.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling