+37.0%
MDT vs BBY
+252.7%
-215.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.3% |
| 7D | -3.4% | +0.6% | -4.0% | -3.5% |
| 30D | +0.2% | +9.4% | -9.2% | -1.5% |
| 3M | +14.3% | +19.3% | -5.1% | +10.5% |
| 6M | +4.0% | +47.9% | -43.9% | -3.9% |
| YTD | -3.7% | +39.6% | -43.2% | -10.2% |
| 1Y | -0.4% | +22.2% | -22.5% | -5.1% |
| 3Y | +23.3% | +45.0% | -21.7% | +10.3% |
| 5Y | -18.9% | +2.6% | -21.4% | -23.8% |
| All | +37.0% | +252.7% | -215.7% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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