+70.1%
MDT vs BLDR
+479.0%
-408.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.7% |
| 7D | +1.0% | -3.0% | +4.0% | +1.5% |
| 30D | +9.2% | +20.1% | -11.0% | +5.5% |
| 3M | +14.5% | -17.5% | +32.0% | +17.8% |
| 6M | +37.3% | -16.1% | +53.4% | +39.8% |
| YTD | +9.8% | -41.0% | +50.8% | +18.0% |
| 1Y | +10.5% | -41.6% | +52.1% | +18.7% |
| 3Y | +57.4% | -50.8% | +108.3% | +67.3% |
| 5Y | +1.2% | -10.8% | +11.9% | -9.0% |
| All | +70.1% | +479.0% | -408.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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