+8,164.6%
AMD vs MDT
+61.0%
+8,103.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +13.1% | -3.2% | +16.3% | +14.6% |
| 30D | -7.0% | +10.5% | -17.5% | -11.5% |
| 3M | +16.6% | +13.0% | +3.6% | +9.0% |
| 6M | +20.5% | +38.7% | -18.2% | -0.1% |
| YTD | +158.2% | +8.5% | +149.7% | +142.3% |
| 1Y | +132.8% | +10.0% | +122.7% | +116.1% |
| 3Y | +366.2% | +58.6% | +307.6% | +241.6% |
| 5Y | +278.7% | -0.3% | +279.0% | +262.6% |
| 10Y | +8,164.6% | +61.3% | +8,103.3% | +6,049.2% |
| All | +8,164.6% | +61.0% | +8,103.5% | +6,049.2% |
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