+153.5%
MLM vs UUUU
+458.0%
-304.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.8% | -7.3% | +1.4% |
| 7D | -3.8% | -1.1% | -2.8% | -3.8% |
| 30D | +11.0% | -26.6% | +37.6% | +14.4% |
| 3M | -3.1% | -48.3% | +45.3% | +3.5% |
| 6M | -9.8% | -65.8% | +56.0% | -0.1% |
| YTD | -14.4% | -49.7% | +35.4% | -10.8% |
| 1Y | -12.6% | -53.3% | +40.7% | -8.6% |
| 3Y | +19.7% | -7.4% | +27.1% | +9.1% |
| 5Y | +29.8% | -33.4% | +63.1% | +17.1% |
| 10Y | +153.5% | +441.5% | -288.0% | +52.3% |
| All | +153.5% | +458.0% | -304.5% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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