+29.7%
Q vs MDY
+11.9%
+17.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | +0.4% |
| 7D | +4.1% | -2.5% | +6.6% | +10.2% |
| 30D | -10.7% | -5.0% | -5.7% | +0.6% |
| 3M | -11.7% | +0.5% | -12.2% | -11.5% |
| 6M | +8.3% | +8.0% | +0.3% | -6.4% |
| YTD | +51.3% | +12.2% | +39.2% | +23.7% |
| All | +29.7% | +11.9% | +17.8% | +5.4% |
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 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