+444.8%
NVDA vs MDT
+0.7%
+444.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -2.4% |
| 7D | -12.7% | +1.0% | -13.8% | -12.9% |
| 30D | -26.4% | +9.2% | -35.6% | -27.9% |
| 3M | -27.6% | +14.5% | -42.1% | -30.0% |
| 6M | -27.7% | +37.3% | -65.0% | -33.9% |
| YTD | -12.5% | +9.8% | -22.3% | -14.3% |
| 1Y | -12.6% | +10.5% | -23.2% | -14.9% |
| 3Y | +235.9% | +57.4% | +178.5% | +168.0% |
| All | +444.8% | +0.7% | +444.1% | +438.2% |
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