+446.1%
SPCX vs MDT
+9.8%
+436.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | -5.0% |
| 7D | +13.2% | -3.7% | +16.9% | -18.8% |
| 30D | -10.6% | +8.6% | -19.2% | +53.1% |
| 3M | -4.2% | +12.2% | -16.4% | +40.1% |
| 6M | +536.7% | +19.1% | +517.6% | +170.9% |
| YTD | +542.4% | +7.8% | +534.5% | +174.8% |
| All | +446.1% | +9.8% | +436.3% | +134.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling