+43.8%
MDT vs BRKR
+146.1%
-102.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.6% | +3.4% |
| 7D | -0.4% | -10.0% | +9.6% | +1.9% |
| 30D | +2.8% | -8.7% | +11.5% | +4.6% |
| 3M | +18.0% | -2.8% | +20.8% | +16.7% |
| 6M | +9.5% | +56.4% | -46.9% | -5.0% |
| YTD | -0.7% | +12.0% | -12.7% | -6.8% |
| 1Y | +3.0% | +71.2% | -68.2% | -14.3% |
| 3Y | +26.3% | -21.1% | +47.4% | +23.2% |
| 5Y | -16.0% | -37.6% | +21.7% | -13.9% |
| 10Y | +43.8% | +147.4% | -103.6% | -9.5% |
| All | +43.8% | +146.1% | -102.3% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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