+361.0%
ORLY vs MDT
+39.8%
+321.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | -2.4% | -3.4% | +1.1% | -1.1% |
| 30D | -6.8% | +0.2% | -7.0% | -6.9% |
| 3M | -4.8% | +14.3% | -19.0% | -9.4% |
| 6M | -9.1% | +4.0% | -13.1% | -10.7% |
| YTD | -5.9% | -3.7% | -2.2% | -5.2% |
| 1Y | -20.4% | -0.4% | -20.1% | -20.9% |
| 3Y | +36.6% | +23.3% | +13.3% | +23.6% |
| 5Y | +117.3% | -18.9% | +136.2% | +131.4% |
| All | +361.0% | +39.8% | +321.2% | +283.7% |
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 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