+1,243.3%
AAPL vs MLM
+161.0%
+1,082.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.1% |
| 7D | -0.7% | -4.1% | +3.5% | +0.7% |
| 30D | +1.7% | +8.2% | -6.5% | -1.0% |
| 3M | +9.7% | -3.6% | +13.3% | +10.7% |
| 6M | +19.3% | -15.6% | +34.9% | +25.0% |
| YTD | +26.3% | -16.4% | +42.7% | +32.1% |
| 1Y | +27.4% | -14.3% | +41.7% | +32.0% |
| 3Y | +93.6% | +19.3% | +74.3% | +76.5% |
| 5Y | +131.7% | +29.6% | +102.1% | +101.9% |
| All | +1,243.3% | +161.0% | +1,082.3% | +809.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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