+2,761.7%
AVGO vs MDT
+40.9%
+2,720.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | +1.0% | -1.6% | +2.6% | +1.7% |
| 30D | -13.3% | +1.0% | -14.3% | -13.9% |
| 3M | -2.9% | +15.2% | -18.1% | -10.0% |
| 6M | +5.7% | +3.7% | +2.0% | +2.5% |
| YTD | +4.6% | -3.0% | +7.6% | +4.3% |
| 1Y | -1.6% | +2.5% | -4.1% | -5.1% |
| 3Y | +336.2% | +26.5% | +309.8% | +262.8% |
| 5Y | +695.6% | -18.3% | +713.9% | +755.0% |
| All | +2,761.7% | +40.9% | +2,720.9% | +2,079.4% |
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