+43,351.9%
SBUX vs MDT
+3,775.0%
+39,576.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.0% | -0.9% |
| 7D | +1.6% | +1.0% | +0.5% | +1.2% |
| 30D | +14.8% | +9.2% | +5.7% | +10.9% |
| 3M | -0.8% | +14.5% | -15.3% | -6.1% |
| 6M | +2.2% | +37.3% | -35.1% | -10.3% |
| YTD | +29.5% | +9.8% | +19.6% | +23.4% |
| 1Y | +27.0% | +10.5% | +16.5% | +20.7% |
| 3Y | +10.9% | +57.4% | -46.5% | -8.9% |
| 5Y | +7.4% | +1.2% | +6.3% | +3.9% |
| 10Y | +146.3% | +63.2% | +83.0% | +98.2% |
| All | +43,351.9% | +3,775.0% | +39,576.9% | +20,735.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling