+1,683.3%
BE vs MDY
+48.7%
+1,634.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -0.8% |
| 7D | +23.9% | -0.8% | +24.7% | +25.9% |
| 30D | +27.8% | -3.9% | +31.7% | +38.6% |
| 3M | +3.7% | 0.0% | +3.8% | +6.0% |
| 6M | +78.0% | +8.5% | +69.4% | +57.8% |
| YTD | +209.9% | +13.2% | +196.7% | +157.9% |
| 1Y | +389.6% | +15.0% | +374.6% | +305.0% |
| All | +1,683.3% | +48.7% | +1,634.6% | +730.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling