+57.4%
MDT vs DOW
-20.1%
+77.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | +1.0% | +5.2% | -4.2% | +0.5% |
| 30D | +9.2% | +13.2% | -4.0% | +7.5% |
| 3M | +14.5% | +10.1% | +4.4% | +13.0% |
| 6M | +37.3% | -13.1% | +50.4% | +39.0% |
| YTD | +9.8% | +46.1% | -36.3% | +1.1% |
| 1Y | +10.5% | +50.0% | -39.5% | +1.1% |
| 3Y | +57.4% | -20.2% | +77.7% | +58.9% |
| All | +57.4% | -20.1% | +77.5% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling