+1.8%
BBY vs MLM
+41.9%
-40.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.0% | +2.6% |
| 7D | +9.5% | -2.9% | +12.4% | +11.1% |
| 30D | +6.8% | -6.8% | +13.7% | +10.6% |
| 3M | +28.9% | -11.2% | +40.1% | +35.7% |
| 6M | +37.8% | -21.8% | +59.6% | +54.1% |
| YTD | +38.7% | -17.0% | +55.7% | +49.6% |
| 1Y | +23.7% | -16.4% | +40.1% | +32.6% |
| 3Y | +39.1% | +14.5% | +24.6% | +23.2% |
| All | +1.8% | +41.9% | -40.1% | -22.1% |
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