-7.7%
TSLA vs MDT
+9.8%
-17.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.5% |
| 7D | +15.6% | -3.7% | +19.3% | +14.6% |
| 30D | +5.9% | +8.6% | -2.7% | +8.1% |
| 3M | +21.4% | +12.2% | +9.2% | +24.7% |
| 6M | -8.3% | +33.7% | -42.0% | -2.6% |
| YTD | -11.6% | +7.8% | -19.4% | -6.1% |
| 1Y | -7.7% | +8.9% | -16.6% | -2.5% |
| All | -7.7% | +9.8% | -17.5% | -2.5% |
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