+346.9%
ORCL vs MLM
+199.9%
+147.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +1.9% | +2.7% |
| 7D | +5.3% | -2.9% | +8.2% | +6.2% |
| 30D | +10.0% | -6.8% | +16.8% | +12.3% |
| 3M | -32.6% | -11.2% | -21.3% | -30.5% |
| 6M | +4.9% | -21.8% | +26.8% | +12.0% |
| YTD | -17.8% | -17.0% | -0.8% | -13.9% |
| 1Y | -28.0% | -16.4% | -11.6% | -25.0% |
| 3Y | +36.0% | +14.5% | +21.5% | +28.1% |
| 5Y | +88.7% | +41.7% | +47.0% | +65.7% |
| All | +346.9% | +199.9% | +147.0% | +212.2% |
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