+184.4%
ROP vs MDY
+165.3%
+19.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | +0.7% | +2.3% | -1.6% | -0.8% |
| 30D | +28.8% | +2.0% | +26.8% | +26.8% |
| 3M | +21.1% | -5.6% | +26.7% | +25.4% |
| 6M | +52.5% | +1.3% | +51.3% | +50.1% |
| YTD | +8.9% | +12.3% | -3.5% | -0.7% |
| 1Y | +8.2% | +15.8% | -7.6% | -3.4% |
| 3Y | -5.2% | +56.5% | -61.7% | -32.7% |
| 5Y | +1.7% | +35.1% | -33.4% | -20.9% |
| All | +184.4% | +165.3% | +19.0% | +30.6% |
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