+0.9%
BB vs MDY
+177.2%
-176.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.8% |
| 7D | -0.4% | -1.9% | +1.5% | +1.8% |
| 30D | -12.5% | -4.6% | -7.9% | -7.4% |
| 3M | -17.4% | -1.2% | -16.2% | -15.9% |
| 6M | +119.1% | +9.2% | +109.9% | +99.6% |
| YTD | +102.4% | +13.1% | +89.3% | +76.9% |
| 1Y | +98.2% | +13.0% | +85.2% | +73.0% |
| 3Y | +46.9% | +49.2% | -2.3% | -4.9% |
| 5Y | -26.4% | +47.2% | -73.6% | -49.7% |
| All | +0.9% | +177.2% | -176.3% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling