+7,983.2%
MDT vs BEN
+4,913.3%
+3,069.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.4% | +0.2% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +9.5% | -0.5% | +10.1% | +9.6% |
| 3M | +16.0% | +9.7% | +6.3% | +12.8% |
| 6M | +0.2% | +33.9% | -33.7% | -8.0% |
| YTD | -0.3% | +49.0% | -49.3% | -11.3% |
| 1Y | +4.7% | +42.1% | -37.4% | -5.9% |
| 3Y | +26.5% | +51.9% | -25.3% | +9.2% |
| 5Y | -18.2% | +39.0% | -57.2% | -29.3% |
| 10Y | +40.0% | +57.9% | -17.8% | +10.3% |
| All | +7,983.2% | +4,913.3% | +3,069.9% | +1,939.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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