-0.4%
MDT vs BLDR
-57.4%
+57.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.9% |
| 7D | -3.4% | -8.2% | +4.8% | -2.6% |
| 30D | +0.2% | -16.6% | +16.8% | +1.9% |
| 3M | +14.3% | -23.2% | +37.4% | +16.6% |
| 6M | +4.0% | -33.7% | +37.7% | +7.6% |
| YTD | -3.7% | -41.3% | +37.7% | -0.4% |
| 1Y | -0.4% | -58.8% | +58.5% | +5.8% |
| All | -0.4% | -57.4% | +57.0% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling