+26.7%
Q vs MDY
+15.0%
+11.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.4% |
| 7D | +0.2% | +0.1% | +0.1% | 0.0% |
| 30D | -11.1% | -1.5% | -9.6% | -7.8% |
| 3M | -22.1% | +0.8% | -22.9% | -22.3% |
| 6M | +0.5% | +7.4% | -6.9% | -12.6% |
| YTD | +47.8% | +15.2% | +32.6% | +13.8% |
| All | +26.7% | +15.0% | +11.8% | -3.1% |
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