+7,764.3%
MDT vs BBY
+73,762.8%
-65,998.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.6% | +0.7% | -2.3% | -1.7% |
| 30D | +1.0% | +5.8% | -4.7% | +0.4% |
| 3M | +15.2% | +18.0% | -2.8% | +13.0% |
| 6M | +3.7% | +39.8% | -36.2% | -0.5% |
| YTD | -3.0% | +35.4% | -38.4% | -6.7% |
| 1Y | +2.5% | +21.4% | -18.9% | -0.4% |
| 3Y | +26.5% | +39.5% | -13.1% | +19.3% |
| 5Y | -18.3% | -0.5% | -17.8% | -21.0% |
| 10Y | +40.2% | +240.0% | -199.9% | +16.8% |
| All | +7,764.3% | +73,762.8% | -65,998.5% | +3,422.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling