+893.4%
MU vs AAPL
+139.0%
+754.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.4% | +3.8% | +4.7% |
| 7D | -12.0% | +3.7% | -15.7% | -14.1% |
| 30D | -28.7% | +4.2% | -32.9% | -30.8% |
| 3M | -16.4% | +12.0% | -28.5% | -23.1% |
| 6M | -1.8% | +19.8% | -21.6% | -15.9% |
| YTD | +157.1% | +29.3% | +127.7% | +106.7% |
| 1Y | +208.5% | +31.1% | +177.4% | +145.7% |
| 3Y | +906.2% | +94.9% | +811.3% | +472.9% |
| 5Y | +893.4% | +138.1% | +755.3% | +373.5% |
| All | +893.4% | +139.0% | +754.4% | +373.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling