+4,977.5%
BNY vs MLM
+2,961.7%
+2,015.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.2% |
| 7D | +1.4% | -2.9% | +4.3% | +2.8% |
| 30D | +3.8% | -6.8% | +10.7% | +7.0% |
| 3M | +14.9% | -11.2% | +26.1% | +20.2% |
| 6M | +40.3% | -21.8% | +62.2% | +54.8% |
| YTD | +43.9% | -17.0% | +60.9% | +53.7% |
| 1Y | +59.0% | -16.4% | +75.4% | +68.8% |
| 3Y | +290.7% | +14.5% | +276.3% | +251.7% |
| 5Y | +250.4% | +41.7% | +208.6% | +181.0% |
| 10Y | +411.2% | +200.0% | +211.1% | +166.8% |
| All | +4,977.5% | +2,961.7% | +2,015.8% | +908.1% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling