+32,991.5%
GILD vs MDT
+2,956.7%
+30,034.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | 0.0% | -0.5% |
| 7D | -4.8% | -3.4% | -1.4% | -3.4% |
| 30D | +5.8% | +0.2% | +5.6% | +5.7% |
| 3M | +14.9% | +14.3% | +0.7% | +8.7% |
| 6M | -0.4% | +4.0% | -4.4% | -2.4% |
| YTD | +18.5% | -3.7% | +22.2% | +19.6% |
| 1Y | +25.1% | -0.4% | +25.5% | +24.4% |
| 3Y | +105.9% | +23.3% | +82.6% | +85.4% |
| 5Y | +143.0% | -18.9% | +161.9% | +155.5% |
| 10Y | +162.4% | +39.2% | +123.2% | +110.0% |
| All | +32,991.5% | +2,956.7% | +30,034.9% | +8,846.5% |
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