+127.0%
HOOD vs MLM
+27.9%
+99.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.5% | +0.5% | +0.9% |
| 7D | -0.6% | -3.8% | +3.2% | +2.9% |
| 30D | -23.6% | +11.0% | -34.6% | -30.3% |
| 3M | -10.7% | -3.1% | -7.6% | -8.9% |
| 6M | +8.2% | -9.8% | +18.0% | +15.0% |
| YTD | -26.3% | -14.4% | -12.0% | -18.5% |
| 1Y | -36.1% | -12.6% | -23.5% | -30.7% |
| 3Y | +950.7% | +19.7% | +931.0% | +751.2% |
| 5Y | +127.0% | +29.8% | +97.3% | +60.6% |
| All | +127.0% | +27.9% | +99.1% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling