+145.5%
MLM vs SPXU
-99.5%
+245.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | -2.1% |
| 7D | -5.8% | +1.5% | -7.4% | -4.8% |
| 30D | +9.8% | +6.4% | +3.5% | +12.8% |
| 3M | -5.2% | +4.2% | -9.4% | -3.0% |
| 6M | -10.3% | -7.8% | -2.5% | -11.2% |
| YTD | -15.5% | -27.5% | +12.1% | -21.7% |
| 1Y | -15.0% | -27.1% | +12.1% | -20.9% |
| 3Y | +17.5% | -80.8% | +98.3% | -24.0% |
| 5Y | +30.5% | -84.1% | +114.7% | -6.6% |
| 10Y | +145.5% | -99.5% | +245.0% | -34.6% |
| All | +145.5% | -99.5% | +245.0% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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