+149.3%
BWA vs MDY
+177.2%
-27.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.6% |
| 7D | -1.3% | -1.9% | +0.5% | +0.7% |
| 30D | -2.9% | -4.6% | +1.7% | +2.2% |
| 3M | -10.7% | -1.2% | -9.5% | -9.5% |
| 6M | +26.5% | +9.2% | +17.3% | +16.0% |
| YTD | +49.1% | +13.1% | +36.0% | +31.7% |
| 1Y | +52.1% | +13.0% | +39.1% | +34.3% |
| 3Y | +72.6% | +49.2% | +23.4% | +13.8% |
| 5Y | +89.4% | +47.2% | +42.2% | +27.6% |
| All | +149.3% | +177.2% | -27.8% | -4.3% |
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