+3,310.4%
V vs MDT
+229.9%
+3,080.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +1.5% |
| 7D | +2.2% | +5.4% | -3.3% | -0.6% |
| 30D | +13.6% | +19.1% | -5.5% | +3.6% |
| 3M | +14.3% | +19.5% | -5.2% | +3.8% |
| 6M | +33.1% | +33.5% | -0.4% | +13.4% |
| YTD | +21.2% | +8.7% | +12.5% | +14.4% |
| 1Y | +26.4% | +16.8% | +9.7% | +14.5% |
| 3Y | +77.6% | +53.0% | +24.6% | +36.1% |
| 5Y | +102.6% | -2.9% | +105.5% | +96.4% |
| 10Y | +464.4% | +61.4% | +403.0% | +310.1% |
| All | +3,310.4% | +229.9% | +3,080.5% | +1,767.7% |
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