+1,106.1%
MUU vs MLM
+1.5%
+1,104.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.1% |
| 7D | -32.5% | -2.9% | -29.6% | -29.2% |
| 30D | -55.2% | +10.4% | -65.7% | -59.0% |
| 3M | -40.7% | -3.7% | -37.0% | -38.2% |
| 6M | -43.9% | -10.3% | -33.7% | -37.9% |
| YTD | +203.2% | -14.8% | +218.0% | +230.4% |
| 1Y | +257.0% | -13.9% | +270.9% | +283.1% |
| All | +1,106.1% | +1.5% | +1,104.5% | +833.6% |
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