+2,566.3%
DELL vs MLM
+149.0%
+2,417.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -18.1% | -2.9% | -15.3% | -16.9% |
| 30D | -42.9% | +10.4% | -53.3% | -45.6% |
| 3M | -26.9% | -3.7% | -23.1% | -26.0% |
| 6M | +28.8% | -10.3% | +39.0% | +32.9% |
| YTD | +168.4% | -14.8% | +183.2% | +182.8% |
| 1Y | +136.8% | -13.9% | +150.7% | +148.3% |
| 3Y | +375.3% | +18.4% | +357.0% | +333.5% |
| 5Y | +551.0% | +31.8% | +519.2% | +458.9% |
| 10Y | +2,566.3% | +143.4% | +2,422.9% | +1,556.2% |
| All | +2,566.3% | +149.0% | +2,417.3% | +1,556.2% |
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