+1,865.8%
PWR vs MLM
+167.5%
+1,698.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.5% | +6.9% | +8.1% |
| 7D | -4.8% | -3.8% | -0.9% | -2.8% |
| 30D | -16.2% | +11.0% | -27.2% | -20.9% |
| 3M | -11.9% | -3.1% | -8.9% | -11.0% |
| 6M | -20.6% | -9.8% | -10.8% | -17.7% |
| YTD | +40.3% | -14.4% | +54.6% | +48.7% |
| 1Y | +33.0% | -12.6% | +45.6% | +39.5% |
| 3Y | +250.0% | +19.7% | +230.3% | +205.9% |
| 5Y | +404.2% | +29.8% | +374.4% | +312.7% |
| 10Y | +1,865.8% | +153.5% | +1,712.3% | +955.5% |
| All | +1,865.8% | +167.5% | +1,698.4% | +955.5% |
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