+226.4%
ESI vs MDY
+241.7%
-15.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.2% | +1.4% |
| 7D | +5.4% | +1.0% | +4.4% | +4.0% |
| 30D | -4.2% | -3.1% | -1.1% | 0.0% |
| 3M | -9.6% | +1.8% | -11.4% | -11.0% |
| 6M | +18.3% | +10.8% | +7.5% | +5.5% |
| YTD | +45.8% | +14.4% | +31.4% | +25.4% |
| 1Y | +39.2% | +15.2% | +24.0% | +19.5% |
| 3Y | +86.3% | +51.2% | +35.1% | +14.9% |
| 5Y | +76.2% | +47.2% | +29.0% | +13.4% |
| 10Y | +306.8% | +171.1% | +135.7% | +11.9% |
| All | +226.4% | +241.7% | -15.3% | -26.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling