+111.9%
INTC vs MDT
+62.9%
+49.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -3.2% |
| 7D | +6.0% | +1.0% | +5.0% | +5.6% |
| 30D | -39.2% | +9.2% | -48.4% | -41.6% |
| 3M | -42.9% | +14.5% | -57.4% | -46.7% |
| 6M | -50.4% | +37.3% | -87.7% | -58.2% |
| YTD | +61.7% | +9.8% | +51.9% | +51.7% |
| 1Y | +66.1% | +10.5% | +55.6% | +55.1% |
| 3Y | +58.1% | +57.4% | +0.7% | +19.0% |
| 5Y | +27.9% | +1.2% | +26.7% | +21.8% |
| All | +111.9% | +62.9% | +49.0% | +56.0% |
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