+3,151.0%
MLM vs TECH
+13,188.5%
-10,037.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.1% | -5.1% | -5.1% |
| 7D | -1.2% | -0.1% | -1.2% | -1.2% |
| 30D | +7.9% | +0.3% | +7.6% | +7.9% |
| 3M | -4.5% | +1.0% | -5.5% | -4.6% |
| 6M | -12.6% | +28.6% | -41.2% | -17.3% |
| YTD | -14.9% | +24.1% | -38.9% | -19.3% |
| 1Y | -13.1% | +21.9% | -35.0% | -17.4% |
| 3Y | +21.2% | +25.7% | -4.5% | +12.0% |
| 5Y | +32.0% | -40.2% | +72.2% | +37.7% |
| 10Y | +195.3% | +210.1% | -14.7% | +130.0% |
| All | +3,151.0% | +13,188.5% | -10,037.5% | +1,568.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 all: compounded portfolio wealth divided by compounded TECH 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…
all analysis · Full analysis span regression · 6 months rolling