+361.0%
ORLY vs MDY
+177.2%
+183.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.1% |
| 7D | -2.4% | -1.9% | -0.5% | -1.3% |
| 30D | -6.8% | -4.6% | -2.1% | -4.3% |
| 3M | -4.8% | -1.2% | -3.5% | -4.2% |
| 6M | -9.1% | +9.2% | -18.3% | -13.8% |
| YTD | -5.9% | +13.1% | -19.0% | -12.7% |
| 1Y | -20.4% | +13.0% | -33.4% | -26.3% |
| 3Y | +36.6% | +49.2% | -12.6% | +4.2% |
| 5Y | +117.3% | +47.2% | +70.1% | +63.9% |
| All | +361.0% | +177.2% | +183.8% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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