+7,983.2%
MDT vs GEN
+8,838.9%
-855.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.4% |
| 7D | +3.2% | -1.2% | +4.4% | +3.3% |
| 30D | +9.5% | +10.1% | -0.6% | +8.3% |
| 3M | +16.0% | +16.1% | -0.1% | +14.0% |
| 6M | +0.2% | +38.9% | -38.6% | -3.8% |
| YTD | -0.3% | +14.4% | -14.7% | -2.3% |
| 1Y | +4.7% | +5.9% | -1.1% | +3.4% |
| 3Y | +26.5% | +58.8% | -32.2% | +18.8% |
| 5Y | -18.2% | +24.7% | -42.9% | -21.8% |
| 10Y | +40.0% | +163.1% | -123.0% | +20.7% |
| All | +7,983.2% | +8,838.9% | -855.7% | +3,609.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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