+321.5%
MFIN vs SPY
+1,800.5%
-1,479.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.1% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | +14.7% | +0.1% | +14.6% | +14.6% |
| 3M | +28.5% | +2.0% | +26.5% | +26.2% |
| 6M | +25.9% | +13.0% | +12.9% | +13.8% |
| YTD | +23.7% | +13.5% | +10.1% | +11.5% |
| 1Y | +19.4% | +20.0% | -0.6% | +2.9% |
| 3Y | +71.3% | +77.2% | -5.9% | +6.2% |
| 5Y | +83.4% | +81.9% | +1.5% | +10.3% |
| 10Y | +257.1% | +314.1% | -57.0% | +21.9% |
| All | +321.5% | +1,800.5% | -1,479.0% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling