+181.2%
MLM vs BEN
+62.2%
+119.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.7% | -6.6% | -4.0% |
| 7D | -4.1% | +6.6% | -10.7% | -6.9% |
| 30D | +8.2% | +3.8% | +4.3% | +6.2% |
| 3M | -3.6% | +0.2% | -3.8% | -3.9% |
| 6M | -15.6% | +10.4% | -26.0% | -19.7% |
| YTD | -16.4% | +46.2% | -62.6% | -30.5% |
| 1Y | -14.3% | +52.3% | -66.6% | -30.2% |
| 3Y | +19.3% | +65.9% | -46.6% | -10.0% |
| 5Y | +29.6% | +20.6% | +9.0% | +11.4% |
| All | +181.2% | +62.2% | +119.0% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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