+427.9%
NVDL vs MLM
+18.7%
+409.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.8% | +7.2% | +6.9% |
| 7D | -18.2% | -4.1% | -14.0% | -14.9% |
| 30D | -40.1% | +8.2% | -48.3% | -44.1% |
| 3M | -31.9% | -3.6% | -28.4% | -30.2% |
| 6M | -29.3% | -15.6% | -13.7% | -20.0% |
| YTD | -19.2% | -16.4% | -2.8% | -10.9% |
| 1Y | -23.3% | -14.3% | -8.9% | -18.0% |
| 3Y | +427.9% | +19.3% | +408.5% | +287.6% |
| All | +427.9% | +18.7% | +409.1% | +287.6% |
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