+1,199.1%
AAPL vs MLM
+199.9%
+999.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -2.9% |
| 7D | +0.1% | -2.9% | +3.0% | +1.0% |
| 30D | +3.0% | -6.8% | +9.8% | +5.2% |
| 3M | +2.9% | -11.2% | +14.1% | +6.3% |
| 6M | +22.1% | -21.8% | +43.9% | +31.1% |
| YTD | +18.0% | -17.0% | +35.0% | +23.7% |
| 1Y | +33.9% | -16.4% | +50.3% | +39.8% |
| 3Y | +71.2% | +14.5% | +56.7% | +58.6% |
| 5Y | +112.6% | +41.7% | +70.9% | +81.8% |
| All | +1,199.1% | +199.9% | +999.2% | +782.2% |
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