+2,622.7%
NVDL vs MLM
+38.0%
+2,584.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -0.3% |
| 7D | -0.8% | -2.7% | +1.9% | +1.5% |
| 30D | +3.4% | -8.3% | +11.7% | +11.0% |
| 3M | +8.1% | -12.0% | +20.1% | +17.9% |
| 6M | +31.9% | -17.6% | +49.5% | +51.9% |
| YTD | +21.1% | -18.9% | +40.0% | +38.1% |
| 1Y | +34.0% | -17.6% | +51.7% | +49.2% |
| 3Y | +677.9% | +16.8% | +661.2% | +521.3% |
| All | +2,622.7% | +38.0% | +2,584.7% | +1,810.0% |
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