+250.8%
C vs MDY
+2,534.4%
-2,283.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | -0.3% |
| 7D | -2.4% | -1.7% | -0.7% | -0.2% |
| 30D | -6.0% | -0.9% | -5.1% | -4.8% |
| 3M | -10.5% | -5.7% | -4.8% | -3.4% |
| 6M | -5.7% | -2.9% | -2.8% | -2.1% |
| YTD | +4.1% | +9.8% | -5.7% | -7.9% |
| 1Y | +20.5% | +13.5% | +7.0% | +2.0% |
| 3Y | +208.1% | +51.9% | +156.2% | +75.9% |
| 5Y | +110.4% | +32.0% | +78.4% | +40.5% |
| 10Y | +234.6% | +176.5% | +58.1% | -15.6% |
| All | +250.8% | +2,534.4% | -2,283.6% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling