-95.1%
MRDN vs SPY
+312.5%
-407.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | -3.2% | -0.4% | -2.9% | -3.0% |
| 30D | -0.2% | -1.4% | +1.1% | +0.7% |
| 3M | +2.2% | +3.7% | -1.5% | +0.5% |
| 6M | +42.3% | +13.0% | +29.3% | +32.8% |
| YTD | +37.4% | +12.4% | +25.0% | +29.1% |
| 1Y | +11.5% | +18.5% | -7.0% | +1.4% |
| 3Y | -64.7% | +77.6% | -142.3% | -74.7% |
| 5Y | -83.8% | +81.7% | -165.5% | -88.6% |
| 10Y | -95.1% | +319.7% | -414.8% | -98.9% |
| All | -95.1% | +312.5% | -407.6% | -98.9% |
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