+16.5%
NU vs MLM
+24.8%
-8.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +3.7% |
| 7D | +3.6% | -4.1% | +7.7% | +6.4% |
| 30D | -22.8% | +8.2% | -31.0% | -27.2% |
| 3M | -14.8% | -3.6% | -11.2% | -13.2% |
| 6M | -16.9% | -15.6% | -1.4% | -8.1% |
| YTD | -28.1% | -16.4% | -11.7% | -21.2% |
| 1Y | -24.5% | -14.3% | -10.2% | -18.8% |
| 3Y | +44.8% | +19.3% | +25.5% | +12.5% |
| All | +16.5% | +24.8% | -8.4% | 0.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling