+146.2%
AAPL vs MLM
+30.7%
+115.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.4% |
| 7D | +1.8% | -5.8% | +7.6% | +4.2% |
| 30D | +4.3% | +9.8% | -5.5% | +0.3% |
| 3M | +16.6% | -5.2% | +21.8% | +18.8% |
| 6M | +21.6% | -10.3% | +31.9% | +25.8% |
| YTD | +31.2% | -15.5% | +46.6% | +37.8% |
| 1Y | +29.6% | -15.0% | +44.6% | +35.6% |
| 3Y | +93.1% | +17.5% | +75.7% | +65.1% |
| 5Y | +146.2% | +30.5% | +115.7% | +91.6% |
| All | +146.2% | +30.7% | +115.5% | +91.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling