+10.5%
MDT vs NDAQ
+24.5%
-13.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.9% |
| 7D | +1.0% | +1.3% | -0.2% | +0.8% |
| 30D | +9.2% | +18.0% | -8.8% | +5.8% |
| 3M | +14.5% | +11.5% | +3.0% | +11.9% |
| 6M | +37.3% | +21.1% | +16.2% | +32.2% |
| YTD | +9.8% | +12.8% | -3.0% | +5.7% |
| 1Y | +10.5% | +25.7% | -15.2% | +4.8% |
| All | +10.5% | +24.5% | -13.9% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling