+51.9%
PYPL vs MDT
+60.0%
-8.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.6% |
| 7D | -1.1% | -3.7% | +2.6% | +1.0% |
| 30D | +3.8% | +8.6% | -4.8% | -1.2% |
| 3M | -1.3% | +12.2% | -13.5% | -8.1% |
| 6M | +29.0% | +33.7% | -4.7% | +7.9% |
| YTD | +0.7% | +7.8% | -7.1% | -5.0% |
| 1Y | -12.3% | +8.9% | -21.2% | -18.0% |
| 3Y | +7.6% | +57.6% | -50.0% | -21.7% |
| 5Y | -71.7% | -0.7% | -71.0% | -72.7% |
| All | +51.9% | +60.0% | -8.1% | +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 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