+37.0%
MDT vs TECH
+189.9%
-152.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -3.4% | -0.4% | -3.0% | -3.3% |
| 30D | +0.2% | 0.0% | +0.3% | +0.2% |
| 3M | +14.3% | +33.7% | -19.4% | +5.8% |
| 6M | +4.0% | +34.9% | -30.9% | -5.1% |
| YTD | -3.7% | +23.2% | -26.8% | -10.4% |
| 1Y | -0.4% | +36.3% | -36.7% | -10.3% |
| 3Y | +23.3% | +2.3% | +21.1% | +15.2% |
| 5Y | -18.9% | -42.9% | +24.0% | -11.1% |
| All | +37.0% | +189.9% | -152.9% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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