+7,983.2%
MDT vs TECH
+101,053.8%
-93,070.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | +3.2% | +0.1% | +3.1% | +3.2% |
| 30D | +9.5% | +0.7% | +8.8% | +9.4% |
| 3M | +16.0% | +36.3% | -20.4% | +10.1% |
| 6M | +0.2% | +25.6% | -25.4% | -4.3% |
| YTD | -0.3% | +23.7% | -24.0% | -4.7% |
| 1Y | +4.7% | +37.6% | -32.9% | -2.0% |
| 3Y | +26.5% | -6.6% | +33.1% | +23.4% |
| 5Y | -18.2% | -42.2% | +24.0% | -15.2% |
| 10Y | +40.0% | +187.6% | -147.5% | +13.3% |
| All | +7,983.2% | +101,053.8% | -93,070.6% | +3,011.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling