+740.7%
GOOGL vs MDT
+40.9%
+699.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -2.8% | -1.6% | -1.2% | -2.2% |
| 30D | -3.2% | +1.0% | -4.2% | -3.7% |
| 3M | -6.6% | +15.2% | -21.8% | -12.7% |
| 6M | +8.5% | +3.7% | +4.8% | +6.1% |
| YTD | +6.5% | -3.0% | +9.4% | +7.0% |
| 1Y | +39.4% | +2.5% | +37.0% | +36.3% |
| 3Y | +146.2% | +26.5% | +119.7% | +112.1% |
| 5Y | +138.3% | -18.3% | +156.6% | +153.3% |
| All | +740.7% | +40.9% | +699.8% | +575.4% |
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