+122,851.5%
AAPL vs MMM
+2,854.2%
+119,997.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.7% | -2.6% |
| 7D | +0.1% | -3.3% | +3.4% | +1.6% |
| 30D | +3.0% | -7.0% | +10.0% | +6.3% |
| 3M | +2.9% | +10.8% | -7.9% | -2.2% |
| 6M | +22.1% | +5.8% | +16.3% | +18.1% |
| YTD | +18.0% | +6.8% | +11.2% | +13.1% |
| 1Y | +33.9% | +10.4% | +23.6% | +25.9% |
| 3Y | +71.2% | +104.7% | -33.5% | +16.1% |
| 5Y | +112.6% | +23.6% | +89.0% | +80.4% |
| 10Y | +1,198.8% | +54.1% | +1,144.7% | +858.3% |
| All | +122,851.5% | +2,854.2% | +119,997.4% | +21,465.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling