+11.7%
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 | -0.5% | +4.9% | -5.4% | -0.5% |
| 7D | -2.9% | -4.1% | +1.2% | -2.9% |
| 30D | +10.4% | -35.5% | +45.9% | +10.4% |
| 3M | -3.7% | -56.3% | +52.6% | -3.6% |
| 6M | -10.3% | -88.7% | +78.4% | -10.1% |
| YTD | -14.8% | -97.0% | +82.1% | -14.1% |
| 1Y | -13.9% | -98.7% | +84.8% | -12.8% |
| All | +11.7% | -99.9% | +111.5% | +14.0% |
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