+467.2%
TDY vs MDY
+177.2%
+290.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.5% |
| 7D | -1.1% | -1.9% | +0.7% | +0.6% |
| 30D | -12.0% | -4.6% | -7.4% | -8.1% |
| 3M | -3.2% | -1.2% | -2.0% | -2.0% |
| 6M | -7.9% | +9.2% | -17.1% | -14.7% |
| YTD | +18.2% | +13.1% | +5.2% | +6.2% |
| 1Y | +6.7% | +13.0% | -6.3% | -4.2% |
| 3Y | +47.5% | +49.2% | -1.7% | +1.0% |
| 5Y | +39.5% | +47.2% | -7.7% | -4.7% |
| All | +467.2% | +177.2% | +290.0% | +84.2% |
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