+178.0%
MDT vs BLDR
+389.5%
-211.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -1.3% |
| 7D | +0.4% | -0.3% | +0.7% | +0.4% |
| 30D | +6.0% | -16.2% | +22.2% | +8.0% |
| 3M | +15.5% | -14.4% | +29.9% | +17.1% |
| 6M | +3.4% | -32.8% | +36.2% | +7.4% |
| YTD | -2.2% | -39.2% | +37.0% | +2.4% |
| 1Y | +2.6% | -57.7% | +60.3% | +11.6% |
| 3Y | +27.5% | -55.3% | +82.8% | +35.0% |
| 5Y | -20.1% | +15.6% | -35.7% | -25.5% |
| 10Y | +39.1% | +359.8% | -320.7% | +6.8% |
| All | +178.0% | +389.5% | -211.5% | +54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling