-100.0%
MYSZ vs SPY
+312.5%
-412.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.6% |
| 7D | -12.6% | -0.4% | -12.2% | -12.2% |
| 30D | -34.7% | -1.4% | -33.4% | -33.6% |
| 3M | -48.7% | +3.7% | -52.4% | -50.2% |
| 6M | -60.9% | +13.0% | -73.9% | -65.0% |
| YTD | -66.9% | +12.4% | -79.2% | -70.1% |
| 1Y | -82.5% | +18.5% | -101.1% | -85.0% |
| 3Y | -97.6% | +77.6% | -175.2% | -98.6% |
| 5Y | -99.9% | +81.7% | -181.6% | -99.9% |
| 10Y | -100.0% | +319.7% | -419.6% | -100.0% |
| All | -100.0% | +312.5% | -412.5% | -100.0% |
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