+643.8%
AMZN vs MDT
+60.0%
+583.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +2.8% | -3.7% | +6.5% | +4.1% |
| 30D | +3.4% | +8.6% | -5.2% | +0.4% |
| 3M | +0.1% | +12.2% | -12.1% | -4.2% |
| 6M | +0.6% | +33.7% | -33.1% | -9.9% |
| YTD | +15.9% | +7.8% | +8.0% | +11.8% |
| 1Y | +9.5% | +8.9% | +0.6% | +5.1% |
| 3Y | +86.3% | +57.6% | +28.7% | +51.9% |
| 5Y | +51.7% | -0.7% | +52.4% | +46.6% |
| All | +643.8% | +60.0% | +583.9% | +475.4% |
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