+27.2%
P vs MDY
+15.1%
+12.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.8% |
| 7D | +7.8% | +1.0% | +6.8% | +6.0% |
| 30D | +12.3% | -3.1% | +15.4% | +18.9% |
| 3M | +37.1% | +1.8% | +35.3% | +34.6% |
| 6M | +66.1% | +10.8% | +55.3% | +42.9% |
| YTD | +50.9% | +14.4% | +36.5% | +26.8% |
| 1Y | +27.2% | +15.2% | +12.0% | +6.8% |
| All | +27.2% | +15.1% | +12.1% | +6.8% |
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