+296.9%
BBY vs MLM
+167.5%
+129.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.5% | +4.2% | +5.5% |
| 7D | +10.5% | -3.8% | +14.4% | +12.6% |
| 30D | +22.1% | +11.0% | +11.1% | +16.5% |
| 3M | +31.0% | -3.1% | +34.0% | +32.7% |
| 6M | +83.2% | -9.8% | +93.0% | +90.8% |
| YTD | +65.1% | -14.4% | +79.4% | +74.8% |
| 1Y | +41.6% | -12.6% | +54.2% | +48.6% |
| 3Y | +95.6% | +19.7% | +75.9% | +74.8% |
| 5Y | +1.0% | +29.8% | -28.8% | -14.9% |
| 10Y | +296.9% | +153.5% | +143.4% | +127.8% |
| All | +296.9% | +167.5% | +129.4% | +127.8% |
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 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