+4,271.9%
MU vs MDT
+62.0%
+4,209.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.3% | +5.8% |
| 7D | -12.0% | +3.5% | -15.6% | -13.7% |
| 30D | -28.7% | +16.2% | -44.9% | -34.2% |
| 3M | -16.4% | +18.9% | -35.3% | -24.2% |
| 6M | -1.8% | +37.3% | -39.1% | -19.9% |
| YTD | +157.1% | +9.7% | +147.3% | +138.7% |
| 1Y | +208.5% | +15.2% | +193.3% | +177.3% |
| 3Y | +906.2% | +61.8% | +844.4% | +607.0% |
| 5Y | +893.4% | -1.4% | +894.8% | +860.3% |
| 10Y | +4,271.9% | +61.6% | +4,210.3% | +2,987.5% |
| All | +4,271.9% | +62.0% | +4,209.9% | +2,987.5% |
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