+41.5%
NU vs MDT
-5.4%
+47.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -1.9% | -2.4% |
| 7D | -4.9% | -3.4% | -1.5% | -3.5% |
| 30D | +7.8% | +0.2% | +7.6% | +7.7% |
| 3M | +20.9% | +14.3% | +6.7% | +13.5% |
| 6M | +0.9% | +4.0% | -3.1% | -1.2% |
| YTD | -12.7% | -3.7% | -9.0% | -11.7% |
| 1Y | -6.4% | -0.4% | -6.0% | -7.1% |
| 3Y | +98.1% | +23.3% | +74.8% | +72.1% |
| All | +41.5% | -5.4% | +47.0% | +53.8% |
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