+11.6%
MLM vs BIYA
-99.9%
+111.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -7.6% | +2.4% | -5.2% |
| 7D | -1.2% | -10.6% | +9.3% | -1.2% |
| 30D | +7.9% | -19.4% | +27.4% | +7.9% |
| 3M | -4.5% | -61.5% | +57.1% | -4.3% |
| 6M | -12.6% | -91.5% | +78.9% | -12.5% |
| YTD | -14.9% | -97.2% | +82.3% | -14.2% |
| 1Y | -13.1% | -98.4% | +85.3% | -12.3% |
| All | +11.6% | -99.9% | +111.5% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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