+109.0%
AAPL vs MMM
+28.6%
+80.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -2.7% | -1.6% | -1.1% | -2.3% |
| 30D | +1.0% | -8.0% | +9.0% | +3.6% |
| 3M | +5.0% | +9.4% | -4.4% | +1.8% |
| 6M | +23.0% | +10.2% | +12.8% | +18.7% |
| YTD | +16.6% | +6.1% | +10.5% | +13.6% |
| 1Y | +33.4% | +10.8% | +22.6% | +27.7% |
| 3Y | +79.9% | +104.8% | -24.9% | +39.2% |
| 5Y | +109.0% | +27.0% | +82.0% | +94.3% |
| All | +109.0% | +28.6% | +80.4% | +94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling