+125.0%
SBUX vs MDT
+40.9%
+84.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -6.2% | -1.6% | -4.6% | -5.4% |
| 30D | -6.4% | +1.0% | -7.5% | -7.0% |
| 3M | +1.0% | +15.2% | -14.2% | -6.9% |
| 6M | -0.4% | +3.7% | -4.1% | -3.2% |
| YTD | +20.0% | -3.0% | +22.9% | +20.4% |
| 1Y | +22.8% | +2.5% | +20.3% | +19.1% |
| 3Y | +12.3% | +26.5% | -14.2% | -5.0% |
| 5Y | -6.4% | -18.3% | +11.9% | +1.4% |
| All | +125.0% | +40.9% | +84.1% | +83.8% |
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