+1,276.0%
AAPL vs MLM
+167.5%
+1,108.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.5% | 0.0% | +1.6% |
| 7D | +3.7% | -3.8% | +7.5% | +5.0% |
| 30D | +4.2% | +11.0% | -6.8% | +0.6% |
| 3M | +12.0% | -3.1% | +15.1% | +12.8% |
| 6M | +19.8% | -9.8% | +29.6% | +22.9% |
| YTD | +29.3% | -14.4% | +43.7% | +34.2% |
| 1Y | +31.1% | -12.6% | +43.7% | +35.0% |
| 3Y | +94.9% | +19.7% | +75.1% | +77.5% |
| 5Y | +138.1% | +29.8% | +108.3% | +107.2% |
| 10Y | +1,276.0% | +153.5% | +1,122.4% | +824.8% |
| All | +1,276.0% | +167.5% | +1,108.5% | +824.8% |
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