+1,306.6%
AAPL vs MLM
+149.0%
+1,157.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +5.0% | -2.9% | +7.9% | +6.0% |
| 30D | +3.5% | +10.4% | -6.9% | +0.1% |
| 3M | +13.1% | -3.7% | +16.8% | +14.2% |
| 6M | +19.0% | -10.3% | +29.3% | +22.3% |
| YTD | +28.5% | -14.8% | +43.3% | +33.6% |
| 1Y | +29.7% | -13.9% | +43.6% | +34.2% |
| 3Y | +89.2% | +18.4% | +70.9% | +72.9% |
| 5Y | +141.2% | +31.8% | +109.4% | +108.9% |
| 10Y | +1,306.6% | +143.4% | +1,163.2% | +838.4% |
| All | +1,306.6% | +149.0% | +1,157.6% | +838.4% |
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