+207.0%
C vs MDY
+165.3%
+41.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | +4.2% | +2.3% | +1.9% | +1.4% |
| 30D | +2.0% | +2.0% | 0.0% | -0.4% |
| 3M | -10.1% | -5.6% | -4.5% | -3.8% |
| 6M | +1.0% | +1.3% | -0.3% | -0.6% |
| YTD | +8.5% | +12.3% | -3.9% | -5.2% |
| 1Y | +25.7% | +15.8% | +9.9% | +5.9% |
| 3Y | +216.0% | +56.5% | +159.5% | +85.9% |
| 5Y | +112.3% | +35.1% | +77.2% | +47.1% |
| All | +207.0% | +165.3% | +41.7% | -8.2% |
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