-3.3%
BBY vs MLM
+23.5%
-26.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +1.1% |
| 7D | +4.2% | -4.1% | +8.3% | +6.4% |
| 30D | +17.8% | +8.2% | +9.6% | +13.3% |
| 3M | +25.8% | -3.6% | +29.4% | +27.9% |
| 6M | +73.8% | -15.6% | +89.4% | +87.5% |
| YTD | +54.7% | -16.4% | +71.2% | +66.3% |
| 1Y | +33.4% | -14.3% | +47.7% | +41.5% |
| 3Y | +72.2% | +19.3% | +52.9% | +48.5% |
| All | -3.3% | +23.5% | -26.8% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling