+173.2%
BKR vs MDT
-18.9%
+192.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.6% |
| 7D | -6.7% | -1.6% | -5.1% | -6.2% |
| 30D | -8.3% | +1.0% | -9.4% | -8.7% |
| 3M | -5.4% | +15.2% | -20.6% | -9.6% |
| 6M | +0.8% | +3.7% | -2.9% | -0.5% |
| YTD | +31.8% | -3.0% | +34.8% | +32.8% |
| 1Y | +28.6% | +2.5% | +26.1% | +27.2% |
| 3Y | +71.2% | +26.5% | +44.8% | +57.3% |
| All | +173.2% | -18.9% | +192.1% | +170.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling