+3,228.0%
RCL vs MDY
+2,662.7%
+565.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.3% |
| 7D | -5.1% | +0.1% | -5.2% | -5.3% |
| 30D | -19.0% | -1.5% | -17.5% | -17.4% |
| 3M | -9.6% | +0.8% | -10.3% | -10.2% |
| 6M | -6.7% | +7.4% | -14.1% | -14.2% |
| YTD | -3.9% | +15.2% | -19.1% | -19.4% |
| 1Y | -25.1% | +16.5% | -41.6% | -38.0% |
| 3Y | +179.1% | +46.8% | +132.3% | +73.5% |
| 5Y | +243.3% | +46.0% | +197.3% | +127.3% |
| 10Y | +325.8% | +172.1% | +153.7% | +50.4% |
| All | +3,228.0% | +2,662.7% | +565.3% | +109.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling