+94.6%
AAPL vs MLM
+20.9%
+73.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.2% | +3.6% | -0.2% |
| 7D | -1.4% | -1.2% | -0.1% | -1.1% |
| 30D | +3.2% | +7.9% | -4.8% | +1.1% |
| 3M | +10.8% | -4.5% | +15.2% | +11.9% |
| 6M | +21.3% | -12.6% | +34.0% | +25.1% |
| YTD | +26.9% | -14.9% | +41.8% | +30.7% |
| 1Y | +27.9% | -13.1% | +40.9% | +30.7% |
| All | +94.6% | +20.9% | +73.7% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling