-18.2%
MDT vs BLDR
+10.9%
-29.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.0% |
| 7D | -3.4% | -8.2% | +4.8% | -2.4% |
| 30D | +0.2% | -16.6% | +16.8% | +2.3% |
| 3M | +14.3% | -23.2% | +37.4% | +17.3% |
| 6M | +4.0% | -33.7% | +37.7% | +8.4% |
| YTD | -3.7% | -41.3% | +37.7% | +1.5% |
| 1Y | -0.4% | -58.8% | +58.5% | +9.5% |
| 3Y | +23.3% | -57.5% | +80.8% | +30.9% |
| All | -18.2% | +10.9% | -29.1% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling