+64.9%
HDB vs MLM
+140.5%
-75.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.4% |
| 7D | +6.9% | -5.8% | +12.8% | +9.0% |
| 30D | +15.2% | +9.8% | +5.4% | +11.5% |
| 3M | +11.7% | -5.2% | +16.9% | +13.5% |
| 6M | +7.5% | -10.3% | +17.8% | +10.8% |
| YTD | -28.8% | -15.5% | -13.3% | -25.3% |
| 1Y | -29.1% | -15.0% | -14.1% | -25.8% |
| 3Y | -7.0% | +17.5% | -24.5% | -15.1% |
| 5Y | -22.1% | +30.5% | -52.6% | -32.9% |
| 10Y | +64.9% | +145.5% | -80.6% | +5.0% |
| All | +64.9% | +140.5% | -75.6% | +5.0% |
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