-21.9%
MLM vs INFQ
-37.6%
+15.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +19.5% | -21.3% | -2.2% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | +8.2% | -23.6% | +31.8% | +8.8% |
| 3M | -3.6% | -20.0% | +16.4% | -3.2% |
| 6M | -15.6% | -34.4% | +18.8% | -15.9% |
| All | -21.9% | -37.6% | +15.7% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 3y: compounded portfolio wealth divided by compounded INFQ 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…
3y analysis · Full analysis span regression · 6 months rolling