+2,856.1%
MIDU vs SPY
+1,064.7%
+1,791.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -0.2% |
| 7D | +2.9% | +0.5% | +2.4% | +1.2% |
| 30D | -10.1% | -0.9% | -9.1% | -7.2% |
| 3M | +2.1% | +3.9% | -1.8% | -9.5% |
| 6M | +25.7% | +14.5% | +11.2% | -17.3% |
| YTD | +34.3% | +12.9% | +21.4% | -6.8% |
| 1Y | +30.1% | +19.4% | +10.7% | -23.5% |
| 3Y | +88.0% | +78.5% | +9.5% | -64.7% |
| 5Y | +14.0% | +81.8% | -67.8% | -74.5% |
| 10Y | +164.5% | +311.5% | -147.0% | -91.8% |
| All | +2,856.1% | +1,064.7% | +1,791.4% | -93.2% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling