+15,172.7%
INTC vs MDT
+7,952.5%
+7,220.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.4% | +4.1% |
| 7D | +7.1% | +3.2% | +3.9% | +5.9% |
| 30D | -5.2% | +9.5% | -14.7% | -8.3% |
| 3M | -14.3% | +16.0% | -30.3% | -19.7% |
| 6M | +110.2% | +0.2% | +110.0% | +106.6% |
| YTD | +159.6% | -0.3% | +159.9% | +155.4% |
| 1Y | +289.3% | +4.7% | +284.6% | +275.4% |
| 3Y | +166.1% | +26.5% | +139.5% | +137.2% |
| 5Y | +94.4% | -18.2% | +112.6% | +101.0% |
| 10Y | +227.7% | +40.0% | +187.7% | +179.4% |
| All | +15,172.7% | +7,952.5% | +7,220.3% | +3,315.5% |
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