+668.0%
BE vs MDT
+45.3%
+622.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.9% | -6.8% | -6.2% |
| 7D | +10.8% | +1.0% | +9.8% | +10.1% |
| 30D | -19.8% | +9.2% | -28.9% | -25.5% |
| 3M | -18.7% | +14.5% | -33.2% | -28.2% |
| 6M | -33.7% | +37.3% | -71.0% | -51.5% |
| YTD | +121.0% | +9.8% | +111.1% | +93.9% |
| 1Y | +85.4% | +10.5% | +74.9% | +61.1% |
| 3Y | +1,709.5% | +57.4% | +1,652.1% | +973.0% |
| 5Y | +462.2% | +1.2% | +461.0% | +412.8% |
| All | +668.0% | +45.3% | +622.7% | +307.8% |
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