+737.9%
BE vs MDT
+43.5%
+694.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | 0.0% | +13.0% | +13.0% |
| 7D | +4.5% | -3.2% | +7.7% | +6.9% |
| 30D | -20.1% | +10.5% | -30.7% | -26.5% |
| 3M | -0.8% | +13.0% | -13.8% | -11.5% |
| 6M | -26.2% | +38.7% | -64.9% | -46.6% |
| YTD | +141.1% | +8.5% | +132.6% | +113.5% |
| 1Y | +64.8% | +10.0% | +54.8% | +43.4% |
| 3Y | +1,887.4% | +58.6% | +1,828.8% | +1,066.0% |
| 5Y | +518.1% | -0.3% | +518.4% | +470.3% |
| All | +737.9% | +43.5% | +694.4% | +349.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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