+30,355.4%
AVGO vs MDT
+330.7%
+30,024.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +6.1% | -3.2% | +9.3% | +7.7% |
| 30D | -2.7% | +10.5% | -13.2% | -7.8% |
| 3M | -16.9% | +13.0% | -29.9% | -22.6% |
| 6M | -19.1% | +38.7% | -57.8% | -33.6% |
| YTD | +0.3% | +8.5% | -8.2% | -6.6% |
| 1Y | -1.2% | +10.0% | -11.2% | -8.8% |
| 3Y | +272.4% | +58.6% | +213.8% | +168.8% |
| 5Y | +579.0% | -0.3% | +579.3% | +535.5% |
| 10Y | +2,584.7% | +61.3% | +2,523.5% | +1,705.9% |
| All | +30,355.4% | +330.7% | +30,024.7% | +12,716.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling