-3.5%
MINN vs SPY
+109.4%
-112.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -0.2% | -0.4% | +0.2% | -0.2% |
| 30D | -2.3% | -1.4% | -0.9% | -2.2% |
| 3M | -3.1% | +3.7% | -6.8% | -3.3% |
| 6M | -3.1% | +13.0% | -16.1% | -3.7% |
| YTD | -2.7% | +12.4% | -15.1% | -3.3% |
| 1Y | +0.7% | +18.5% | -17.9% | -0.2% |
| 3Y | +8.9% | +77.6% | -68.7% | +5.6% |
| 5Y | -4.7% | +81.7% | -86.4% | -8.1% |
| All | -3.5% | +109.4% | -112.9% | -7.1% |
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