+10,545.1%
LIN vs MDT
+3,226.8%
+7,318.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.3% |
| 7D | -2.1% | +3.2% | -5.3% | -3.1% |
| 30D | -2.4% | +9.5% | -11.9% | -5.3% |
| 3M | -5.6% | +16.0% | -21.6% | -10.2% |
| 6M | -3.4% | +0.2% | -3.6% | -4.0% |
| YTD | +13.1% | -0.3% | +13.4% | +12.4% |
| 1Y | +2.5% | +4.7% | -2.3% | +0.1% |
| 3Y | +27.6% | +26.5% | +1.1% | +16.2% |
| 5Y | +63.0% | -18.2% | +81.2% | +69.1% |
| 10Y | +359.3% | +40.0% | +319.3% | +301.5% |
| All | +10,545.1% | +3,226.8% | +7,318.4% | +4,868.7% |
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