+1,306.6%
AAPL vs MMM
+84.0%
+1,222.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.8% |
| 7D | +5.0% | +7.0% | -2.0% | +2.1% |
| 30D | +3.5% | +18.4% | -14.9% | -3.5% |
| 3M | +13.1% | +4.5% | +8.6% | +10.7% |
| 6M | +19.0% | +33.4% | -14.4% | +4.9% |
| YTD | +28.5% | +20.0% | +8.6% | +17.6% |
| 1Y | +29.7% | +15.0% | +14.7% | +20.8% |
| 3Y | +89.2% | +165.0% | -75.7% | +16.3% |
| 5Y | +141.2% | +47.9% | +93.3% | +97.4% |
| 10Y | +1,306.6% | +79.6% | +1,227.0% | +895.0% |
| All | +1,306.6% | +84.0% | +1,222.6% | +895.0% |
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