+17.6%
ABNB vs MDT
-4.3%
+21.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.9% |
| 7D | -6.5% | -3.4% | -3.0% | -4.9% |
| 30D | -5.5% | +0.2% | -5.7% | -5.6% |
| 3M | +30.0% | +14.3% | +15.8% | +22.3% |
| 6M | +27.6% | +4.0% | +23.6% | +25.1% |
| YTD | +25.4% | -3.7% | +29.1% | +26.7% |
| 1Y | +38.3% | -0.4% | +38.7% | +36.9% |
| 3Y | +15.5% | +23.3% | -7.8% | -0.5% |
| 5Y | +3.0% | -18.9% | +21.9% | -1.0% |
| All | +17.6% | -4.3% | +21.9% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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