+1,003.0%
BE vs MDY
+107.7%
+895.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +5.3% |
| 7D | +9.0% | -1.9% | +10.9% | +12.7% |
| 30D | +16.3% | -4.6% | +20.9% | +26.8% |
| 3M | +10.8% | -1.2% | +12.0% | +15.1% |
| 6M | +73.2% | +9.2% | +64.0% | +53.8% |
| YTD | +217.4% | +13.1% | +204.3% | +168.7% |
| 1Y | +309.8% | +13.0% | +296.8% | +254.4% |
| 3Y | +1,726.2% | +49.2% | +1,676.9% | +931.6% |
| 5Y | +1,306.2% | +47.2% | +1,258.9% | +793.1% |
| All | +1,003.0% | +107.7% | +895.3% | +277.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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