+41.6%
BBY vs MLM
+15.1%
+26.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.0% | +2.7% |
| 7D | +9.5% | -2.9% | +12.4% | +10.8% |
| 30D | +6.8% | -6.8% | +13.7% | +10.0% |
| 3M | +28.9% | -11.2% | +40.1% | +34.6% |
| 6M | +37.8% | -21.8% | +59.6% | +51.8% |
| YTD | +38.7% | -17.0% | +55.7% | +47.9% |
| 1Y | +23.7% | -16.4% | +40.1% | +31.2% |
| All | +41.6% | +15.1% | +26.4% | +30.3% |
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