+19.9%
MDT vs KWEB
-34.1%
+54.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.5% | +1.7% | +5.5% |
| 7D | +10.7% | +5.8% | +5.0% | +9.9% |
| 30D | +19.3% | -1.0% | +20.3% | +19.2% |
| 3M | +22.8% | -15.8% | +38.6% | +24.4% |
| 6M | +36.4% | -14.9% | +51.3% | +37.7% |
| YTD | +12.1% | -28.6% | +40.6% | +14.6% |
| 1Y | +19.9% | -33.9% | +53.9% | +25.0% |
| All | +19.9% | -34.1% | +54.0% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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