+3,621.5%
STX vs MDT
+38.9%
+3,582.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | +9.6% | -0.3% | +9.9% | +9.7% |
| 30D | +10.6% | +2.8% | +7.8% | +9.1% |
| 3M | +4.8% | +13.1% | -8.3% | -1.9% |
| 6M | +137.3% | +2.3% | +134.9% | +131.1% |
| YTD | +222.5% | -2.7% | +225.2% | +221.8% |
| 1Y | +366.2% | +0.9% | +365.4% | +355.2% |
| 3Y | +1,352.9% | +26.8% | +1,326.1% | +1,145.5% |
| 5Y | +1,077.4% | -19.5% | +1,096.9% | +1,153.0% |
| 10Y | +3,621.5% | +40.6% | +3,580.9% | +2,931.6% |
| All | +3,621.5% | +38.9% | +3,582.6% | +2,931.6% |
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 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