+330.0%
ROIV vs MLM
+27.5%
+302.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.4% | +3.7% | +5.2% |
| 7D | +3.0% | +9.1% | -6.1% | -0.3% |
| 30D | +6.8% | +14.6% | -7.8% | +1.5% |
| 3M | +10.5% | +0.3% | +10.2% | +10.1% |
| 6M | +34.8% | -7.5% | +42.3% | +37.8% |
| YTD | +76.2% | -10.2% | +86.4% | +81.3% |
| 1Y | +92.4% | -10.5% | +102.9% | +98.1% |
| All | +330.0% | +27.5% | +302.5% | +224.9% |
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