+66.3%
UBER vs MLM
+152.0%
-85.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.5% |
| 7D | +0.5% | -2.0% | +2.5% | +1.6% |
| 30D | -3.1% | +9.5% | -12.6% | -8.0% |
| 3M | -8.3% | -4.7% | -3.5% | -6.1% |
| 6M | -9.5% | -10.7% | +1.2% | -4.8% |
| YTD | -15.4% | -16.6% | +1.2% | -8.6% |
| 1Y | -26.1% | -15.4% | -10.7% | -21.0% |
| 3Y | +34.0% | +15.9% | +18.1% | +15.6% |
| 5Y | +53.2% | +27.1% | +26.0% | +23.0% |
| All | +66.3% | +152.0% | -85.7% | -27.4% |
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