+133.6%
HOOD vs MLM
+46.5%
+87.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -5.1% | -2.9% | -2.2% | -2.5% |
| 30D | -25.4% | +10.4% | -35.8% | -31.6% |
| 3M | -14.0% | -3.7% | -10.2% | -11.7% |
| 6M | +5.6% | -10.3% | +15.8% | +12.7% |
| YTD | -28.1% | -14.8% | -13.3% | -20.1% |
| 1Y | -40.1% | -13.9% | -26.3% | -34.2% |
| 3Y | +888.2% | +18.4% | +869.8% | +712.1% |
| 5Y | +135.8% | +31.8% | +104.0% | +70.3% |
| All | +133.6% | +46.5% | +87.1% | +63.7% |
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