+85.9%
AMZN vs MDB
-5.6%
+91.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | 0.0% |
| 7D | +0.8% | -18.0% | +18.8% | +4.3% |
| 30D | -6.4% | -10.7% | +4.4% | -5.0% |
| 3M | +4.8% | +1.0% | +3.8% | +3.5% |
| 6M | +20.5% | +31.6% | -11.1% | +11.4% |
| YTD | +11.3% | -15.2% | +26.5% | +11.7% |
| 1Y | +9.0% | +10.1% | -1.2% | +2.2% |
| 3Y | +85.9% | -5.6% | +91.5% | +66.4% |
| All | +85.9% | -5.6% | +91.5% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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