+70.1%
MDT vs NDAQ
+471.8%
-401.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.9% |
| 7D | +1.0% | +1.3% | -0.2% | +0.5% |
| 30D | +9.2% | +18.0% | -8.8% | +2.1% |
| 3M | +14.5% | +11.5% | +3.0% | +9.3% |
| 6M | +37.3% | +21.1% | +16.2% | +26.3% |
| YTD | +9.8% | +12.8% | -3.0% | +3.2% |
| 1Y | +10.5% | +25.7% | -15.2% | -1.0% |
| 3Y | +57.4% | +116.8% | -59.4% | +8.3% |
| 5Y | +1.2% | +67.3% | -66.1% | -23.0% |
| All | +70.1% | +471.8% | -401.6% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling