+911.9%
NVDA vs MDT
-20.5%
+932.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | +2.8% | +2.8% | 0.0% | +2.0% |
| 3M | +7.4% | +13.1% | -5.7% | +3.4% |
| 6M | +22.6% | +2.3% | +20.3% | +21.7% |
| YTD | +20.1% | -2.7% | +22.8% | +20.9% |
| 1Y | +31.2% | +0.9% | +30.3% | +29.8% |
| 3Y | +391.7% | +26.8% | +364.9% | +327.7% |
| 5Y | +911.9% | -19.5% | +931.3% | +1,048.0% |
| All | +911.9% | -20.5% | +932.4% | +1,048.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling