+95.2%
CNC vs MDY
+177.2%
-81.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.0% |
| 7D | -0.9% | -1.9% | +0.9% | +0.3% |
| 30D | -1.0% | -4.6% | +3.7% | +2.1% |
| 3M | +4.5% | -1.2% | +5.8% | +5.3% |
| 6M | +85.2% | +9.2% | +76.0% | +73.9% |
| YTD | +61.4% | +13.1% | +48.4% | +47.9% |
| 1Y | +94.9% | +13.0% | +81.9% | +78.5% |
| 3Y | 0.0% | +49.2% | -49.2% | -27.0% |
| 5Y | +11.2% | +47.2% | -36.0% | -20.1% |
| All | +95.2% | +177.2% | -81.9% | -9.6% |
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