+506.3%
NOW vs MLM
+149.0%
+357.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -2.9% |
| 7D | -8.7% | -2.9% | -5.9% | -7.8% |
| 30D | -29.3% | +10.4% | -39.7% | -32.3% |
| 3M | -21.8% | -3.7% | -18.1% | -21.4% |
| 6M | +9.2% | -10.3% | +19.5% | +11.8% |
| YTD | -35.0% | -14.8% | -20.2% | -33.0% |
| 1Y | -42.5% | -13.9% | -28.6% | -41.1% |
| 3Y | -21.5% | +18.4% | -39.9% | -30.3% |
| 5Y | -25.8% | +31.8% | -57.6% | -37.4% |
| 10Y | +506.3% | +143.4% | +362.9% | +292.0% |
| All | +506.3% | +149.0% | +357.4% | +292.0% |
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