+2,620.0%
MUU vs MLM
-1.0%
+2,621.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.1% | +10.5% | +10.4% |
| 7D | +17.4% | -2.9% | +20.3% | +20.9% |
| 30D | +24.0% | -6.8% | +30.8% | +32.9% |
| 3M | -23.9% | -11.2% | -12.7% | -15.8% |
| 6M | +284.4% | -21.8% | +306.3% | +397.0% |
| YTD | +583.7% | -17.0% | +600.7% | +660.4% |
| 1Y | +2,981.5% | -16.4% | +2,997.8% | +3,200.3% |
| All | +2,620.0% | -1.0% | +2,621.1% | +2,048.6% |
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 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