+511.3%
MDT vs AEE
+822.6%
-311.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.8% | -2.3% |
| 7D | +0.4% | +1.3% | -0.9% | -0.2% |
| 30D | +6.0% | -1.2% | +7.2% | +6.5% |
| 3M | +15.5% | +1.0% | +14.5% | +14.9% |
| 6M | +3.4% | -2.3% | +5.7% | +4.1% |
| YTD | -2.2% | +9.1% | -11.3% | -6.0% |
| 1Y | +2.6% | +10.6% | -8.0% | -2.1% |
| 3Y | +27.5% | +48.5% | -21.0% | +6.3% |
| 5Y | -20.1% | +39.9% | -59.9% | -32.2% |
| 10Y | +39.1% | +185.7% | -146.6% | -14.4% |
| All | +511.3% | +822.6% | -311.4% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling