-87.8%
MIND vs SPY
+312.5%
-400.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.5% | -6.9% | -7.0% |
| 7D | -12.2% | -0.4% | -11.8% | -11.9% |
| 30D | -22.5% | -1.4% | -21.1% | -21.6% |
| 3M | -34.1% | +3.7% | -37.8% | -35.8% |
| 6M | -50.9% | +13.0% | -63.9% | -55.1% |
| YTD | -55.7% | +12.4% | -68.1% | -59.3% |
| 1Y | -59.3% | +18.5% | -77.8% | -63.9% |
| 3Y | -36.2% | +77.6% | -113.9% | -57.3% |
| 5Y | -81.2% | +81.7% | -162.9% | -87.7% |
| 10Y | -87.8% | +319.7% | -407.5% | -95.2% |
| All | -87.8% | +312.5% | -400.3% | -95.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling