+1,361.6%
AAPL vs MLM
+140.0%
+1,221.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.3% |
| 7D | +3.2% | -2.0% | +5.2% | +3.9% |
| 30D | +4.1% | +9.5% | -5.4% | +0.9% |
| 3M | +17.5% | -4.7% | +22.2% | +19.0% |
| 6M | +20.6% | -10.7% | +31.3% | +24.1% |
| YTD | +31.0% | -16.6% | +47.6% | +37.1% |
| 1Y | +30.2% | -15.4% | +45.6% | +35.5% |
| 3Y | +92.9% | +15.9% | +76.9% | +77.4% |
| 5Y | +142.4% | +27.1% | +115.3% | +112.2% |
| All | +1,361.6% | +140.0% | +1,221.6% | +883.9% |
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