+10.0%
MDT vs KMB
+10.7%
-0.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.7% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +10.5% | +10.2% | +0.3% | +6.6% |
| 3M | +13.0% | +1.5% | +11.5% | +12.0% |
| 6M | +38.7% | +16.6% | +22.0% | +32.6% |
| YTD | +8.5% | +12.1% | -3.6% | +5.5% |
| 1Y | +10.0% | +11.1% | -1.0% | +7.2% |
| All | +10.0% | +10.7% | -0.7% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 1y: compounded portfolio wealth divided by compounded KMB 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…
1y analysis · Full analysis span regression · 6 months rolling