+935.2%
MDB vs AMBA
+14.8%
+920.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.5% | +2.2% |
| 7D | -1.0% | -2.6% | +1.6% | 0.0% |
| 30D | -14.0% | -10.5% | -3.5% | -10.0% |
| 3M | -20.3% | -26.4% | +6.1% | -10.6% |
| 6M | +10.9% | -20.9% | +31.7% | +13.0% |
| YTD | -20.9% | -14.8% | -6.1% | -23.0% |
| 1Y | -11.2% | -36.1% | +24.9% | -4.2% |
| 3Y | -11.9% | +20.2% | -32.2% | -35.3% |
| 5Y | -40.2% | -67.2% | +27.1% | -31.6% |
| All | +935.2% | +14.8% | +920.4% | +512.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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