+4,277.4%
MU vs MDT
+58.3%
+4,219.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.6% |
| 7D | -15.2% | +2.7% | -17.9% | -16.6% |
| 30D | -29.5% | +14.8% | -44.3% | -34.6% |
| 3M | -15.8% | +14.6% | -30.3% | -22.2% |
| 6M | -2.9% | +35.7% | -38.6% | -20.4% |
| YTD | +154.2% | +8.5% | +145.8% | +137.4% |
| 1Y | +186.6% | +13.3% | +173.3% | +159.7% |
| 3Y | +871.5% | +58.6% | +812.9% | +590.0% |
| 5Y | +911.7% | -2.6% | +914.3% | +883.8% |
| 10Y | +4,277.4% | +60.0% | +4,217.4% | +2,991.3% |
| All | +4,277.4% | +58.3% | +4,219.1% | +2,991.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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