-97.7%
MRDN vs SPY
+304.1%
-401.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | -0.4% | -23.5% | -23.7% |
| 7D | -35.3% | -0.6% | -34.7% | -35.0% |
| 30D | -43.7% | -3.7% | -40.1% | -42.2% |
| 3M | -52.9% | -2.7% | -50.1% | -51.9% |
| 6M | -53.6% | +2.2% | -55.8% | -53.9% |
| YTD | -35.1% | +10.8% | -45.9% | -38.4% |
| 1Y | -49.0% | +11.2% | -60.3% | -51.8% |
| 3Y | -78.5% | +76.5% | -155.0% | -84.4% |
| 5Y | -93.6% | +72.9% | -166.5% | -95.4% |
| 10Y | -97.7% | +304.8% | -402.5% | -99.6% |
| All | -97.7% | +304.1% | -401.8% | -99.6% |
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