+19.2%
MFIN vs SPY
+18.8%
+0.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.6% |
| 7D | +1.4% | -0.4% | +1.8% | +1.7% |
| 30D | +13.0% | -1.4% | +14.4% | +14.3% |
| 3M | +27.3% | +3.7% | +23.6% | +23.2% |
| 6M | +32.9% | +13.0% | +19.9% | +17.7% |
| YTD | +22.6% | +12.4% | +10.2% | +9.2% |
| 1Y | +19.2% | +18.5% | +0.6% | -2.7% |
| All | +19.2% | +18.8% | +0.4% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling