+143.3%
AAPL vs MLM
+25.7%
+117.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | +4.1% | -0.9% | +5.0% | +4.5% |
| 30D | +4.0% | +9.0% | -5.1% | +0.3% |
| 3M | +16.8% | -5.6% | +22.4% | +19.1% |
| 6M | +19.4% | -10.7% | +30.1% | +23.6% |
| YTD | +31.5% | -17.2% | +48.7% | +39.3% |
| 1Y | +31.0% | -14.2% | +45.2% | +36.3% |
| 3Y | +95.3% | +15.6% | +79.7% | +67.9% |
| All | +143.3% | +25.7% | +117.7% | +90.6% |
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