+4,751.6%
MDGL vs SPY
+311.3%
+4,440.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -0.8% |
| 7D | -0.8% | +0.5% | -1.4% | -1.3% |
| 30D | +4.7% | -0.9% | +5.7% | +5.5% |
| 3M | +14.3% | +3.9% | +10.4% | +10.2% |
| 6M | +23.4% | +14.5% | +8.9% | +8.8% |
| YTD | -8.3% | +12.9% | -21.2% | -18.2% |
| 1Y | +17.7% | +19.4% | -1.7% | -0.2% |
| 3Y | +171.7% | +78.5% | +93.3% | +60.5% |
| 5Y | +581.8% | +81.8% | +500.0% | +301.1% |
| 10Y | +4,751.6% | +311.5% | +4,440.1% | +1,225.8% |
| All | +4,751.6% | +311.3% | +4,440.3% | +1,225.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SPY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling