+183.1%
LNT vs MLM
+138.2%
+44.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +1.0% | -0.9% | +1.9% | +1.2% |
| 30D | +9.6% | +9.0% | +0.6% | +7.7% |
| 3M | +5.4% | -5.6% | +11.0% | +6.5% |
| 6M | +3.1% | -10.7% | +13.8% | +5.0% |
| YTD | +16.5% | -17.2% | +33.6% | +20.0% |
| 1Y | +12.3% | -14.2% | +26.5% | +14.9% |
| 3Y | +70.3% | +15.6% | +54.7% | +61.9% |
| 5Y | +56.4% | +26.2% | +30.2% | +43.7% |
| All | +183.1% | +138.2% | +44.9% | +118.4% |
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