+1,237.1%
AAPL vs MMM
+51.9%
+1,185.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.5% |
| 7D | -3.0% | -2.6% | -0.4% | -1.9% |
| 30D | +2.3% | -9.3% | +11.6% | +6.4% |
| 3M | +8.6% | +5.6% | +3.0% | +5.8% |
| 6M | +21.6% | +9.5% | +12.1% | +16.3% |
| YTD | +16.3% | +4.1% | +12.2% | +13.1% |
| 1Y | +35.1% | +9.4% | +25.7% | +28.1% |
| 3Y | +79.4% | +101.0% | -21.6% | +25.4% |
| 5Y | +109.8% | +26.1% | +83.7% | +84.3% |
| 10Y | +1,237.1% | +54.7% | +1,182.3% | +953.7% |
| All | +1,237.1% | +51.9% | +1,185.1% | +953.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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