+2,916.6%
MIDU vs SPY
+1,071.1%
+1,845.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.6% |
| 7D | +0.2% | +0.1% | +0.1% | -0.1% |
| 30D | -5.5% | +0.1% | -5.6% | -5.5% |
| 3M | -1.4% | +2.0% | -3.4% | -7.2% |
| 6M | +14.0% | +13.0% | +1.0% | -21.6% |
| YTD | +37.1% | +13.5% | +23.5% | -6.5% |
| 1Y | +34.7% | +20.0% | +14.7% | -22.2% |
| 3Y | +71.7% | +77.2% | -5.5% | -67.0% |
| 5Y | +11.0% | +81.9% | -70.8% | -75.2% |
| 10Y | +167.6% | +314.1% | -146.4% | -91.9% |
| All | +2,916.6% | +1,071.1% | +1,845.5% | -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 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