+276.6%
AVGO vs MDT
+55.1%
+221.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +6.1% | -3.2% | +9.3% | +5.5% |
| 30D | -2.7% | +10.5% | -13.2% | -1.0% |
| 3M | -16.9% | +13.0% | -29.9% | -15.1% |
| 6M | -19.1% | +38.7% | -57.8% | -16.7% |
| YTD | +0.3% | +8.5% | -8.2% | +4.7% |
| 1Y | -1.2% | +10.0% | -11.2% | +3.3% |
| All | +276.6% | +55.1% | +221.5% | +303.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling