+252.3%
BNY vs MLM
+43.0%
+209.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +1.5% | +1.4% | +0.1% | +0.9% |
| 30D | +3.3% | -6.5% | +9.8% | +6.0% |
| 3M | +15.3% | -7.4% | +22.7% | +17.9% |
| 6M | +42.5% | -15.8% | +58.3% | +51.1% |
| YTD | +42.1% | -17.4% | +59.6% | +51.2% |
| 1Y | +59.4% | -17.9% | +77.3% | +69.6% |
| 3Y | +291.5% | +18.9% | +272.7% | +237.4% |
| 5Y | +252.3% | +43.4% | +208.9% | +167.6% |
| All | +252.3% | +43.0% | +209.3% | +167.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling