+29.6%
AAPL vs MLM
-14.6%
+44.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.2% |
| 7D | +1.8% | -5.8% | +7.6% | +2.7% |
| 30D | +4.3% | +9.8% | -5.5% | +2.9% |
| 3M | +16.6% | -5.2% | +21.8% | +17.6% |
| 6M | +21.6% | -10.3% | +31.9% | +23.3% |
| YTD | +31.2% | -15.5% | +46.6% | +32.1% |
| 1Y | +29.6% | -15.0% | +44.6% | +30.4% |
| All | +29.6% | -14.6% | +44.1% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling