+29.1%
ABNB vs MDT
+9.1%
+20.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.3% | +2.3% |
| 7D | -1.7% | +1.0% | -2.7% | -2.1% |
| 30D | +11.8% | +9.2% | +2.6% | +7.1% |
| 3M | +0.9% | +14.5% | -13.6% | -5.6% |
| 6M | +40.5% | +37.3% | +3.2% | +20.5% |
| YTD | +37.6% | +9.8% | +27.8% | +30.4% |
| 1Y | +54.1% | +10.5% | +43.6% | +45.2% |
| 3Y | +56.8% | +57.4% | -0.7% | +18.1% |
| 5Y | -9.6% | +1.2% | -10.7% | -18.3% |
| All | +29.1% | +9.1% | +20.0% | +20.7% |
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