+291.2%
BNY vs MLM
+19.3%
+271.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +1.5% | +1.4% | +0.1% | +1.1% |
| 30D | +3.3% | -6.5% | +9.8% | +5.2% |
| 3M | +15.3% | -7.4% | +22.7% | +17.0% |
| 6M | +42.5% | -15.8% | +58.3% | +48.6% |
| YTD | +42.0% | -17.4% | +59.4% | +48.5% |
| 1Y | +59.3% | -17.9% | +77.2% | +66.5% |
| 3Y | +291.2% | +18.9% | +272.3% | +253.9% |
| All | +291.2% | +19.3% | +271.9% | +253.9% |
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 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