+1,397.6%
MUU vs MLM
+0.7%
+1,396.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.8% | +24.9% | +24.9% |
| 7D | -2.5% | -5.8% | +3.3% | +5.2% |
| 30D | -39.7% | +9.8% | -49.6% | -44.7% |
| 3M | -27.4% | -5.2% | -22.2% | -23.2% |
| 6M | -38.4% | -10.3% | -28.1% | -31.9% |
| YTD | +276.4% | -15.5% | +291.9% | +312.6% |
| 1Y | +390.7% | -15.0% | +405.8% | +435.3% |
| All | +1,397.6% | +0.7% | +1,396.9% | +1,065.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling