+169.7%
EXE vs MDY
+56.6%
+113.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.6% |
| 7D | -3.1% | -1.9% | -1.3% | -2.0% |
| 30D | -0.9% | -4.6% | +3.7% | +2.1% |
| 3M | +9.6% | -1.2% | +10.8% | +10.1% |
| 6M | -11.6% | +9.2% | -20.8% | -17.6% |
| YTD | -12.6% | +13.1% | -25.6% | -20.8% |
| 1Y | +1.2% | +13.0% | -11.8% | -8.3% |
| 3Y | +18.0% | +49.2% | -31.2% | -15.3% |
| 5Y | +101.1% | +47.2% | +53.9% | +43.6% |
| All | +169.7% | +56.6% | +113.1% | +88.1% |
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