+39.1%
MDT vs ACWI
+226.0%
-186.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | +0.4% | +1.1% | -0.7% | -0.4% |
| 30D | +6.0% | -0.2% | +6.2% | +6.1% |
| 3M | +15.5% | +4.7% | +10.8% | +11.1% |
| 6M | +3.4% | +14.5% | -11.1% | -7.7% |
| YTD | -2.2% | +14.6% | -16.8% | -12.9% |
| 1Y | +2.6% | +21.4% | -18.9% | -13.1% |
| 3Y | +27.5% | +77.6% | -50.1% | -22.6% |
| 5Y | -20.1% | +68.1% | -88.1% | -49.5% |
| 10Y | +39.1% | +226.1% | -187.1% | -51.4% |
| All | +39.1% | +226.0% | -186.9% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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