+3,254.9%
BWA vs MDY
+2,615.3%
+639.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -0.4% |
| 7D | +0.1% | -0.8% | +0.9% | +0.9% |
| 30D | -5.6% | -3.9% | -1.7% | -1.6% |
| 3M | -10.7% | 0.0% | -10.6% | -10.5% |
| 6M | +23.2% | +8.5% | +14.6% | +14.0% |
| YTD | +46.0% | +13.2% | +32.8% | +29.3% |
| 1Y | +51.2% | +15.0% | +36.1% | +31.7% |
| 3Y | +69.6% | +49.6% | +20.0% | +13.2% |
| 5Y | +86.6% | +46.0% | +40.6% | +28.9% |
| 10Y | +152.3% | +176.4% | -24.1% | -7.2% |
| All | +3,254.9% | +2,615.3% | +639.7% | +161.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling