+1,371.2%
MU vs MDT
+28.5%
+1,342.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +4.9% | +6.2% |
| 7D | +9.0% | +3.2% | +5.8% | +9.3% |
| 30D | +13.8% | +9.5% | +4.3% | +14.6% |
| 3M | +2.1% | +16.0% | -13.9% | +2.9% |
| 6M | +153.8% | +0.2% | +153.6% | +168.3% |
| YTD | +256.4% | -0.3% | +256.7% | +277.7% |
| 1Y | +719.8% | +4.7% | +715.0% | +757.1% |
| All | +1,371.2% | +28.5% | +1,342.8% | +1,364.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling