+26.4%
P vs MDY
+17.9%
+8.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.2% |
| 7D | +6.5% | +0.1% | +6.4% | +6.3% |
| 30D | +18.8% | -1.5% | +20.3% | +22.2% |
| 3M | +26.7% | +0.8% | +26.0% | +26.6% |
| 6M | +62.2% | +7.4% | +54.8% | +46.8% |
| YTD | +48.5% | +15.2% | +33.3% | +23.3% |
| 1Y | +26.4% | +16.5% | +9.9% | +4.4% |
| All | +26.4% | +17.9% | +8.5% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling