+8,077.9%
AMD vs MDT
+58.3%
+8,019.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.2% | +14.9% | +14.8% |
| 7D | +6.5% | +2.7% | +3.7% | +5.0% |
| 30D | -15.3% | +14.8% | -30.1% | -20.9% |
| 3M | +9.7% | +14.6% | -4.8% | +1.9% |
| 6M | +13.2% | +35.7% | -22.5% | -5.2% |
| YTD | +140.6% | +8.5% | +132.1% | +125.8% |
| 1Y | +111.2% | +13.3% | +97.9% | +92.7% |
| 3Y | +334.4% | +58.6% | +275.9% | +218.4% |
| 5Y | +268.3% | -2.6% | +271.0% | +257.3% |
| 10Y | +8,077.9% | +60.0% | +8,018.0% | +6,047.6% |
| All | +8,077.9% | +58.3% | +8,019.6% | +6,047.6% |
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