+39.9%
BKNG vs MDT
+25.0%
+14.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -9.8% | -3.4% | -6.4% | -9.0% |
| 30D | -17.9% | +0.2% | -18.1% | -17.9% |
| 3M | +6.6% | +14.3% | -7.7% | +3.6% |
| 6M | +1.1% | +4.0% | -2.9% | -0.1% |
| YTD | -18.2% | -3.7% | -14.5% | -18.3% |
| 1Y | -20.2% | -0.4% | -19.8% | -21.0% |
| 3Y | +39.9% | +23.3% | +16.5% | +33.4% |
| All | +39.9% | +25.0% | +14.9% | +33.4% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling