+16.3%
NXPI vs MDT
+28.1%
-11.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.1% | -1.3% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | -6.6% | +6.0% | -12.6% | -8.0% |
| 3M | -25.4% | +15.5% | -40.9% | -28.6% |
| 6M | +11.9% | +3.4% | +8.5% | +12.6% |
| YTD | +4.0% | -2.2% | +6.2% | +7.0% |
| 1Y | +1.0% | +2.6% | -1.5% | +0.9% |
| 3Y | +16.3% | +27.5% | -11.2% | +8.7% |
| All | +16.3% | +28.1% | -11.8% | +8.7% |
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