+266.3%
MUU vs MLM
-14.5%
+280.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.8% | +11.0% | +10.0% |
| 7D | -42.8% | -4.1% | -38.7% | -40.9% |
| 30D | -63.6% | +8.2% | -71.8% | -64.5% |
| 3M | -48.5% | -3.6% | -45.0% | -46.8% |
| 6M | -36.9% | -15.6% | -21.4% | -31.1% |
| YTD | +176.7% | -16.4% | +193.1% | +150.9% |
| 1Y | +266.3% | -14.3% | +280.6% | +223.7% |
| All | +266.3% | -14.5% | +280.7% | +223.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling