+179.4%
RCL vs MDY
+51.1%
+128.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.7% |
| 7D | -0.5% | +1.0% | -1.5% | -1.9% |
| 30D | -17.3% | -3.1% | -14.2% | -13.6% |
| 3M | -2.8% | +1.8% | -4.6% | -5.0% |
| 6M | -4.4% | +10.8% | -15.2% | -16.1% |
| YTD | -4.2% | +14.4% | -18.6% | -19.5% |
| 1Y | -23.4% | +15.2% | -38.6% | -36.0% |
| 3Y | +179.4% | +51.2% | +128.2% | +75.1% |
| All | +179.4% | +51.1% | +128.3% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling