+1,803.3%
SMH vs MLM
+204.6%
+1,598.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | +5.2% | +1.4% | +3.8% | +4.6% |
| 30D | -1.5% | -6.5% | +5.0% | +1.4% |
| 3M | -4.1% | -7.4% | +3.3% | -1.6% |
| 6M | +50.8% | -15.8% | +66.6% | +61.3% |
| YTD | +59.3% | -17.4% | +76.7% | +71.1% |
| 1Y | +94.1% | -17.9% | +112.0% | +108.4% |
| 3Y | +286.7% | +18.9% | +267.8% | +249.0% |
| 5Y | +339.4% | +43.4% | +296.0% | +264.6% |
| 10Y | +1,803.3% | +206.2% | +1,597.1% | +1,079.8% |
| All | +1,803.3% | +204.6% | +1,598.7% | +1,079.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling