+875.5%
MDB vs AMBA
+11.3%
+864.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.1% | -3.4% | +0.4% |
| 7D | -11.4% | -7.2% | -4.1% | -8.8% |
| 30D | -13.8% | -10.4% | -3.4% | -10.0% |
| 3M | -15.5% | -30.1% | +14.7% | -3.4% |
| 6M | +17.9% | -22.4% | +40.4% | +21.0% |
| YTD | -25.5% | -17.3% | -8.1% | -26.6% |
| 1Y | -12.1% | -35.4% | +23.3% | -5.7% |
| 3Y | -5.9% | +18.6% | -24.5% | -30.6% |
| 5Y | -43.7% | -69.8% | +26.1% | -33.8% |
| All | +875.5% | +11.3% | +864.1% | +483.6% |
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