+27.8%
INTC vs MLM
+25.7%
+2.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.1% |
| 7D | +6.0% | -0.9% | +6.9% | +6.5% |
| 30D | -39.2% | +9.0% | -48.2% | -42.4% |
| 3M | -42.9% | -5.6% | -37.4% | -41.8% |
| 6M | -50.4% | -10.7% | -39.7% | -48.5% |
| YTD | +61.7% | -17.2% | +78.8% | +73.7% |
| 1Y | +66.1% | -14.2% | +80.4% | +74.3% |
| 3Y | +58.1% | +15.6% | +42.5% | +37.1% |
| All | +27.8% | +25.7% | +2.1% | -0.3% |
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 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