+45.2%
UBER vs MDT
+26.2%
+19.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -7.0% | -0.3% | -6.7% | -6.9% |
| 30D | -8.9% | +2.8% | -11.7% | -9.7% |
| 3M | +1.0% | +13.1% | -12.1% | -2.7% |
| 6M | -3.7% | +2.3% | -6.1% | -4.7% |
| YTD | -13.0% | -2.7% | -10.3% | -12.8% |
| 1Y | -25.5% | +0.9% | -26.4% | -26.2% |
| All | +45.2% | +26.2% | +19.0% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling