+274.8%
CG vs MDY
+165.3%
+109.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.2% | +1.2% |
| 7D | +0.2% | +2.3% | -2.1% | -2.5% |
| 30D | +11.2% | +2.0% | +9.2% | +8.7% |
| 3M | -22.1% | -5.6% | -16.5% | -15.8% |
| 6M | -17.9% | +1.3% | -19.2% | -18.9% |
| YTD | -31.3% | +12.3% | -43.6% | -40.1% |
| 1Y | -24.0% | +15.8% | -39.8% | -36.1% |
| 3Y | +45.0% | +56.5% | -11.5% | -11.2% |
| 5Y | -22.6% | +35.1% | -57.8% | -41.8% |
| All | +274.8% | +165.3% | +109.5% | +48.4% |
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