+2,655.3%
DELL vs MLM
+167.5%
+2,487.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.5% | +2.9% | +4.3% |
| 7D | -11.8% | -3.8% | -8.0% | -10.2% |
| 30D | -40.8% | +11.0% | -51.8% | -43.8% |
| 3M | -23.6% | -3.1% | -20.5% | -22.9% |
| 6M | +33.4% | -9.8% | +43.2% | +37.3% |
| YTD | +178.0% | -14.4% | +192.4% | +192.2% |
| 1Y | +138.6% | -12.6% | +151.1% | +148.3% |
| 3Y | +400.9% | +19.7% | +381.1% | +354.7% |
| 5Y | +580.7% | +29.8% | +551.0% | +487.6% |
| 10Y | +2,655.3% | +153.5% | +2,501.8% | +1,609.3% |
| All | +2,655.3% | +167.5% | +2,487.8% | +1,609.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling