+75.0%
KEEL vs MDY
+14.6%
+60.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +1.2% |
| 7D | +2.9% | -1.9% | +4.7% | +9.2% |
| 30D | +0.8% | -4.6% | +5.5% | +18.4% |
| 3M | -35.3% | -1.2% | -34.1% | -31.4% |
| 6M | +59.4% | +9.2% | +50.2% | +28.0% |
| YTD | +51.9% | +13.1% | +38.9% | +12.2% |
| 1Y | +75.0% | +13.0% | +62.0% | +28.1% |
| All | +75.0% | +14.6% | +60.4% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling