+1,077.1%
MRVL vs MLM
+185.4%
+891.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.8% | +7.6% | +6.6% |
| 7D | -28.1% | -4.1% | -24.0% | -26.5% |
| 30D | -50.4% | +8.2% | -58.6% | -52.7% |
| 3M | -32.9% | -3.6% | -29.3% | -32.3% |
| 6M | -17.9% | -15.6% | -2.4% | -12.5% |
| YTD | +66.4% | -16.4% | +82.9% | +77.5% |
| 1Y | +51.5% | -14.3% | +65.9% | +59.6% |
| 3Y | +177.9% | +19.3% | +158.6% | +145.3% |
| 5Y | +100.0% | +29.6% | +70.4% | +69.2% |
| All | +1,077.1% | +185.4% | +891.7% | +644.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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