+206.2%
MLM vs FCUV
-98.5%
+304.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -65.2% | +64.7% | -0.5% |
| 7D | +1.4% | -47.9% | +49.3% | +1.4% |
| 30D | -6.5% | +13.7% | -20.2% | -6.6% |
| 3M | -7.4% | +97.0% | -104.4% | -7.7% |
| 6M | -15.8% | -66.1% | +50.3% | -15.8% |
| YTD | -17.4% | -81.8% | +64.3% | -17.3% |
| 1Y | -17.9% | -93.3% | +75.4% | -17.7% |
| 3Y | +18.9% | -99.2% | +118.1% | +19.1% |
| 5Y | +43.4% | -99.9% | +143.3% | +43.9% |
| 10Y | +206.2% | -98.5% | +304.7% | +199.8% |
| All | +206.2% | -98.5% | +304.7% | +199.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FCUV 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling