+280.1%
KEEL vs MDY
+118.1%
+162.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.9% | -6.3% | -5.9% |
| 7D | +2.7% | -2.5% | +5.2% | +6.5% |
| 30D | +4.6% | -5.0% | +9.6% | +13.0% |
| 3M | -34.5% | +0.5% | -34.9% | -34.0% |
| 6M | +59.3% | +8.0% | +51.3% | +48.2% |
| YTD | +46.4% | +12.2% | +34.2% | +31.5% |
| 1Y | +96.6% | +14.0% | +82.6% | +75.9% |
| 3Y | +182.0% | +48.2% | +133.8% | +100.7% |
| 5Y | -38.2% | +46.1% | -84.3% | -51.1% |
| All | +280.1% | +118.1% | +162.1% | +276.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling